Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Milwaukee has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Milwaukee, Wisconsin have an average of 18 years of experience.
Andrew Houte
CASL®, CFP®, CRPS®, EA
Next Level Planning & Wealth Management
Qualifications
CRD# 4586318
Firm CRD# 123913
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services.
Fee-Based, Flat Fee, Based on Assets
Allworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BROADVIEW FINANCIAL MANAGEMENT, LLC 10401 W Innovation Dr, Suite 100 Wauwatosa, WI, 53226 | $465,309,589 | 1282 | 9 | A Percentage of AUM, Hourly charges |
2 | INTRINSIC INVESTORS LLC 1200 N Mayfair Rd, Suite 330 Wauwatosa, WI, 53226 | $106,913,105 | 432 | 4 | A Percentage of AUM |
3 | ANEW ADVISORS, LLC 11220 W Burleigh St, Suite 100 Wauwatosa, WI, 53222 | $31,931,721 | 141 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 143550
Assets Under Management $465,309,589
No. Of Clients1282
Clients Per Financial Advisor142
BROADVIEW FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Wauwatosa, Wisconsin. With a nearly $465M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1282 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111968
Assets Under Management $106,913,105
No. Of Clients432
Clients Per Financial Advisor108
INTRINSIC INVESTORS LLC is a financial advisory firm situated in Wauwatosa, Wisconsin. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 432 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 316462
Assets Under Management $31,931,721
No. Of Clients141
Clients Per Financial Advisor47
ANEW ADVISORS, LLC is a financial advisory firm situated in Wauwatosa, Wisconsin. With a nearly $32M assets under management, the firm specializes in crafting personalized retirement planning solutions for 141 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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