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8 Top Rated
Financial Advisors in Wisconsin

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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Patrick Brault

Patrick Brault
CPA
Patrick Brault, a financial fiduciary has been a Paladin Registry member since 2004. Patrick holds the Certified Public Accountant certifications and has over 25 years of experience. Patrick provides financial services to clients in the La Crosse, Wisconsin area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brent Brodeski

Savant Capital Management
CFA® CFP® CPA
Brent Brodeski, a financial fiduciary has been a Paladin Registry member since 2004. Brent is the owner of Savant Capital Management. Brent holds the Chartered Financial Analyst , Certified Financial Planner , Certified Public Accountant certifications and has over 30 years of experience. Brent provides financial services to clients in the Rockford, Illinois area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Andrew Hermsen

Hermsen Wealth Management
AIF®
Andrew Hermsen, a financial fiduciary has been a Paladin Registry member since 2014. Andrew is the owner of Hermsen Wealth Management. Andrew holds the Accredited Investment Fiduciary certifications and has over 14 years of experience. Andrew provides financial services to clients in the Hobart, Wisconsin area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

DERICK SCHUHART

WealthAbundance Wealth Management
AWMA® CRPC® LUTCF
DERICK SCHUHART, a financial fiduciary has been a Paladin Registry member since 2016. DERICK is the owner of WealthAbundance Wealth Management. DERICK holds the Accredited Wealth Management Advisor , Chartered Retirement Planning Counselor , Life Underwriter Training Council Fellow certifications and has over 17 years of experience. DERICK provides financial services to clients in the Menasha, Wisconsin area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jeremy Keil

Thrivent Financial
CFA® CFP® ChFC® CLTC RICP™ CLU® CKA® CIMA®
Jeremy Keil, a financial fiduciary has been a Paladin Registry member since 2018. Jeremy is the owner of Thrivent Financial. Jeremy holds the Chartered Financial Analyst , Certified Financial Planner , Chartered Financial Consultant , Certified in Long-Term Care , Retirement Income Certified Professional , Chartered Life Underwriter , Certified Kingdom Advisor , Certified Investment Management Analyst certifications and has over 16 years of experience. Jeremy provides financial services to clients in the New Berlin, Wisconsin area.
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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gregory Jones

Forward Investment Advisors, Inc.
Gregory Jones, a financial fiduciary has been a Paladin Registry member since 2019. Gregory is the owner of Forward Investment Advisors, Inc.. Gregory provides financial services to clients in the Madison, Wisconsin area.
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Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kurt Rozman

Freedom Wealth Alliance
AAMS® CFS® CSA
Kurt Rozman, a financial fiduciary has been a Paladin Registry member since 2019. Kurt is the owner of Freedom Wealth Alliance. Kurt holds the Accredited Asset Management Specialist , Certified Fund Specialist , Certified Senior Advisor certifications and has over 26 years of experience. Kurt provides financial services to clients in the Brookfield, Wisconsin area.

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