Best Financial Advisors in Waunakee, WI

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List of Firms

Waunakee, WI Fiduciary Financial Advisors

John R. Whalen, Jr. - RBC Wealth Management Financial Advisor
Location 10 E Doty St Suite 1000, Madison, WI 53703, USA
Phone (608) 252-7502
Dave Ohlrogge - Thrivent
Location 2310 Crossroads Dr Suite 2800, Madison, WI 53718, USA
Phone (608) 240-1645
Triton Business Advisors LLC

5 out of 5

Location 1726 Daily Dr, Waunakee, WI 53597, USA
Phone (608) 345-8311
Merrill Lynch Wealth Management Advisor Ryan E Behling
Location 2 E Mifflin St Suite 900, Madison, WI 53703, USA
Phone (608) 283-2871
Merrill Lynch Wealth Management Advisor Jayne Neuendorf
Location 2 E Mifflin St Suite 900, Madison, WI 53703, USA
Phone (608) 283-2718
Financial Advisors | U.S. Bancorp Investments

5 out of 5

Location 8000 Excelsior Dr, Madison, WI 53717, USA
Phone (608) 827-2711
Michael A Dubis Financial Planning, LLC
SEC File# 801-108044
CRD# 121419

5 out of 5

Location 8383 Greenway Blvd, Middleton, WI 53562, USA
Phone (608) 827-6755
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Trinity Financial Planning
Location 6405 Century Ave #104, Middleton, WI 53562, USA
Phone (608) 999-4049
Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
Location 8000 Excelsior Dr Ste 302, Madison, WI 53717, USA
Phone (800) 888-4792
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Tactical Financial Group Wealth Advisors - Raymond James
Location 8040 Excelsior Dr Suite 301, Madison, WI 53717, USA
Phone (608) 478-0882
Jacob Hamus - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8215 Greenway Blvd Ste 200, Middleton, WI 53562, USA
Phone (608) 841-4302
Michael Nowicki - Thrivent
Location 2310 Crossroads Dr Ste. 2800, Madison, WI 53718, USA
Phone (608) 240-1645
Isthmus Partners LLC
SEC File# 801-79683
CRD# 171279
Location 1, S Pinckney St Suite 818, Madison, WI 53703, USA
Phone (608) 729-0949
Heckmann Financial

5 out of 5

Location 8215 Greenway Blvd #520, Middleton, WI 53562, USA
Phone (608) 664-6020
Fortifi Bank

3 out of 5

Location 1330 Montondon Ave, Waunakee, WI 53597, USA
Phone (855) 876-1500
Jacobson & Schmitt Advisors, LLC
SEC File# 801-66735
CRD# 140431
Location 8333 Greenway Blvd #330, Middleton, WI 53562, USA
Phone (608) 662-7500
Edward Jones - Financial Advisor: Katie Christianson
SEC File# 801-3297
CRD# 250
Location 132 W Holum St, DeForest, WI 53532, USA
Phone (608) 846-5117
Wisconsin Wealth Advisors, LLC

4 out of 5

Location 3100, 1777 W Main St suite 203, Sun Prairie, WI 53590, USA
Phone (608) 837-9099
Financial Advisors | U.S. Bancorp Investments
Location 1 S Pinckney St, Madison, WI 53703, USA
Phone (608) 252-4413
Edward Jones - Financial Advisor: Michael J Esser, AAMS¿|CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 6729 Lake Rd Ste 2, Windsor, WI 53598, USA
Phone (608) 846-5122
Carreira Quinn Financial

5 out of 5

Location 133 S Butler St #100, Madison, WI 53703, USA
Phone (608) 286-1971
LPL Financial
SEC File# 801-10970
CRD# 6413
Location Centennial Heights, 804 Ganser Dr, Waunakee, WI 53597, USA
Phone (608) 850-4028
Cultivate Wealth
Location 321 N Main St, DeForest, WI 53532, USA
Phone (608) 846-4771
Meicher CPAs

5 out of 5

Location 1021 Quinn Dr #200, Waunakee, WI 53597, USA
Phone (608) 826-1900
FOMEM Community Financial Solutions

5 out of 5

Location 124 W Main St STE B, Waunakee, WI 53597, USA
Phone (608) 395-5427
Edward Jones - Financial Advisor: Jon Fimreite
SEC File# 801-3297
CRD# 250
Location 136 Ethun Pl, DeForest, WI 53532, USA
Phone (608) 846-1585
Michele Peacock - RBC Wealth Management Financial Advisor
Location 10 E Doty St Suite 1000, Madison, WI 53703, USA
Phone (608) 252-7514
Nicholas Tancill - RBC Wealth Management Financial Advisor
Location 10 E Doty St Suite 1000, Madison, WI 53703, USA
Phone (608) 252-7517
Source Financial

5 out of 5

Location 2711 Allen Blvd Suite 322, Middleton, WI 53562, USA
Phone (608) 826-2893
Madison Partners - Madison Office

5 out of 5

Location 1502 W Broadway Suite 301, Madison, WI 53713, USA
Phone (608) 210-1021
Resonant Capital Advisors
SEC File# 801-114001
CRD# 298451

5 out of 5

Location 33 E Main St Suite 440, Madison, WI 53703, USA
Phone (608) 733-6220
BMO Harris Bank

2 out of 5

Location 220 N Century Ave, Waunakee, WI 53597, USA
Phone (608) 849-2401
Edward Jones - Financial Advisor: Kevin M Faulkner
SEC File# 801-3297
CRD# 250
Location 301 N Sherman Ave Suite 200, Madison, WI 53704, USA
Phone (608) 241-4796
Preferred Wealth Advisors

5 out of 5

Location 6562 Lake Rd, Windsor, WI 53598, USA
Phone (608) 842-2222
UBS Financial Services Inc.

1 out of 5

Location 8020 Excelsior Dr, Madison, WI 53717, USA
Phone (608) 831-6300
Edward Jones - Financial Advisor: Jacob Vehring, CFP®|ChFC®
SEC File# 801-3297
CRD# 250
Location 6725 Lake Rd, Windsor, WI 53598, USA
Phone (608) 912-3330
SB Financial Services - Waunakee
Location 610 W Main St, Waunakee, WI 53597, USA
Phone (855) 256-7328
Edward Jones - Financial Advisor: Shannon Riley, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 7448 Hubbard Ave Suite 110, Middleton, WI 53562, USA
Phone (608) 831-0988
Michael J Persinger - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5306 Valley Ridge Plaza, Middleton, WI 53562, USA
Phone (608) 478-4478
Tranquil Lakes Investment Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 725 Heartland Trail Ste 200, Madison, WI 53717, USA
Phone (608) 729-7999
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About Waunakee, WI

Waunakee is a village in Dane County, Wisconsin, United States. The population was 12,568 at the 2010 census. Waunakee is located about 15 miles (24 km) northeast of Madison, the state capital. It is part of the Madison Metropolitan Statistical Area. The village was founded in 1849 by Joshua Hathaway and Jairus Durkee as a utopian community. It was incorporated as a village in 1957. Some of the landmarks in Waunakee include the Waunakee Village Hall, Fire Station, Library, and Park. The top employers in Waunakee are Epic Systems Corporation, American Family Insurance, and Spectrum Brands. Major highways and streets include Highway 113 and Main Street. The neighborhoods in Waunakee include Hilldale Estates, Meadowlark Ridge, Rolling Meadows, and Sunnyslope Heights.

Where Certified Financial Advisors in Waunakee, WI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of our economy and our society. In addition to offering checking and savings accounts, banks can provide a variety of other services to their customers. Some of these services include: -Lending money for home mortgages, car loans, and other purposes -Offering lines of credit -Investing money in stocks, bonds, and other securities -Providing retirement planning services -Processing checks and electronic payments Banks offer all these services and more to their customers in Waunakee, WI. If you're not already a customer, it's worth your time to explore the options available at your local bank.

Insurance Broker

Residents in Waunakee, WI can rely on insurance brokers to help them find the best possible rates and coverage for their needs. Insurance brokers have access to a wide variety of plans from a number of different providers, so they can compare rates and find the perfect plan for each individual or family. In addition, insurance brokers are experts on insurance law and can help residents understand their rights and options under current law.

Retirement Planning

Financial advisors can help Waunakee, WI residents with retirement planning in a number of ways. They can help people to determine how much money they will need in order to retire comfortably, and can also provide guidance on how best to save for retirement. Advisors can also be helpful in creating a plan for withdrawing money from retirement accounts so that retirees don't outlive their savings.

Wealth Management

Waunakee, WI is a growing community and as it continues to grow, the need for wealth management services will continue to increase. Wealth management can help Waunakee residents make the most of their money by providing guidance with investments, estate planning, and more.

Estate Planning Lawyer

Estate planning lawyers can help Waunakee, WI residents protect their assets and plan for the future.Waunakee is a great place to live, but even the best places have their share of risks. One of the biggest risks facing residents today is not having an estate plan in place. An estate plan is a document that outlines how your assets should be distributed after you die. If you don't have one, your loved ones will need to go through the expensive and time-consuming process of probate in order to get your assets distributed according to your wishes.An estate planning lawyer can help you create a comprehensive estate plan that will protect your assets and make sure they are distributed according to your wishes. They can also help you set up trusts and other mechanisms to avoid probate altogether. Contact an estate planning lawyer today to get started on protecting yourself and your loved ones.

Mortgage Loan Officer

Mortgage loan officers in Waunakee, WI can help residents save money on their monthly mortgage payments. Mortgage loan officers have the knowledge and experience to help residents find the best mortgage products for their needs. They can also help residents get the best interest rates and terms on their mortgages. Residents who are looking to buy a new home or refinance their current mortgage should contact a local mortgage loan officer today.

Tax Services

Wisconsin residents who have questions about their taxes can receive help from tax accountants. Tax accountants are experts in tax law and can help individuals and businesses file their taxes correctly. They can also help taxpayers understand any changes to the tax code that may affect them.In Waunakee, WI, there are several tax accountants who can help residents with their taxes. These include A&A Tax Service, H&R Block, and Jackson Hewitt. Residents can visit these businesses for assistance with preparing their tax returns, filing extensions, and more.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Waunakee, WI