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Find Retirement Advisors for Retirement Planning in West Bend, Wisconsin
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.
Finding the Best Retirement Planners in West Bend, Wisconsin
Last Updated - April 17, 2024West Bend has 1 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 West Bend, Wisconsin have an average of 0 years of experience.
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List of Qualified Retirement Planning Advisors in West Bend, Wisconsin
VERIFIEDJacobson & Schmitt Advisors, LLC
CFP®, CPWA®, EA, CFA®
Qualifications
Firm CRD# 140431
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in West Bend, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CWP PRIVATE WEALTH MANAGEMENT 1755 W. Paradise Dr., West Bend, WI, 53095 | $194,666,865 | 1037 | 3 | A Percentage of AUM, Hourly charges |
| 2 | CLIENT FIRST INVESTMENT MANAGEMENT LLC 215 N. Main Street, Suite 1040 West Bend, WI, 53095 | $128,200,000 | 478 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | CAPITAL WEALTH ADVISORS, LTD. 1755 W. Paradise Dr., West Bend, WI, 53095 | $103,343,701 | 564 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in West Bend, Wisconsin
QualificationsFirm CRD# 281520
Assets Under Management $194,666,865
No. Of Clients1037
Clients Per Financial Advisor346
CWP PRIVATE WEALTH MANAGEMENT is a financial advisory firm situated in West Bend, Wisconsin. With a nearly $195M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1037 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 282600
Assets Under Management $128,200,000
No. Of Clients478
Clients Per Financial Advisor32
CLIENT FIRST INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in West Bend, Wisconsin. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 478 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 155263
Assets Under Management $103,343,701
No. Of Clients564
Clients Per Financial Advisor282
CAPITAL WEALTH ADVISORS, LTD. is a financial advisory firm situated in West Bend, Wisconsin. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Pension Consulting Services
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.