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Top Rated Financial Advisors in Wisconsin

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Wisconsin is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Wisconsin with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Wisconsin near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Brady Zwiefelhofer

Thrivent Financial
CLTC®, FIC, CFP®, RICP®, AEP®, AAMS®, CLU®, CAP®, BFA, MSFS®, CDFA®, ChFC®
Brady Zwiefelhofer, a financial fiduciary, provides financial services to clients in the Chippewa Falls, Wisconsin area. Brady holds a CLTC®, FIC, CFP®, RICP®, AEP®, AAMS®, CLU®, CAP®, BFA, MSFS®, CDFA®, ChFC® certification. Brady has over 9 years of experience.

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Andrew Houte

Next Level Planning & Wealth Management
CASL®, CFP®, CRPS®, EA
Andrew Houte, a financial fiduciary, provides financial services to clients in the Brookfield, Wisconsin area. Andrew holds a CASL®, CFP®, CRPS®, EA certification. Andrew has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Dean Hessler

Edelman Financial Engines, LLC
CFP®
Dean Hessler, a financial fiduciary, provides financial services to clients in the Madison, Wisconsin area. Dean holds a CFP® certification. Dean has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Todd J. Glime Wealth Management, LLC

Futurity First Wealth Management
LUTCF®, Life Underwriter Training Council Fellow (LUTCF)
Todd J. Glime Wealth Management, LLC, a financial fiduciary, provides financial services to clients in the Appleton, Wisconsin area. Todd holds a LUTCF®, Life Underwriter Training Council Fellow (LUTCF) certification. Todd has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $5,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Futurity First Wealth Management

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Zach Kuehl

Madison Partners
CFP®
Zach Kuehl, a financial fiduciary, provides financial services to clients in the Madison, Wisconsin area. Zach holds a CFP® certification. Zach has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Next Third Retirement Coaching

CFP®
Next Third Retirement Coaching, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Appleton, Wisconsin area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management

    Name(s) of Custodian(s):
    LPL Financial LLC

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Endowment Wealth Management

AWMA®, CAIA®, CPA, CFP®, CFA®
Endowment Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Appleton, Wisconsin area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Investments

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Jacobson & Schmitt Advisors, LLC

CFP®, CPWA®, EA, CFA®
Jacobson & Schmitt Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Middleton, Wisconsin area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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