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 2 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 | AMP WEALTH MANAGEMENT 421 E. Silver Spring Drive, Suite 3 Whitefish Bay, WI, 53217 | $407,663,142 | 521 | 4 | A Percentage of AUM |
2 | WFA ASSET MANAGEMENT CORP 633 E. Henry Clay Street, Whitefish Bay, WI, 53217 | $313,185,621 | 465 | 8 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 108712
Assets Under Management $407,663,142
No. Of Clients521
Clients Per Financial Advisor130
AMP WEALTH MANAGEMENT is a financial advisory firm situated in Whitefish Bay, Wisconsin. With a nearly $408M assets under management, the firm specializes in crafting personalized retirement planning solutions for 521 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106102
Assets Under Management $313,185,621
No. Of Clients465
Clients Per Financial Advisor58
WFA ASSET MANAGEMENT CORP is a financial advisory firm situated in Whitefish Bay, Wisconsin. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 465 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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