Find a Financial Advisor in Brookfield, WI

 

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We did the hard work of finding trustworthy partners in Brookfield, WI.

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We Only Work With The Best Brookfield Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Brookfield, WI


  • Financial Advisor Close to Brookfield, WI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Brookfield, WI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Brookfield, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Brookfield financial advisors.
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How Retirement-Friendly is Brookfield, WI?

  • Population: 38,358
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $323,700
  • Average Monthly Housing Cost: $1,549
  • Average Household Income: $150,780
  • Wisconsin Total Tax Burden: 8.89% (17th Highest in U.S.)
  • Wisconsin Property Tax: 3.25% (16th Highest in U.S.)
  • Wisconsin Individual Income Tax: 2.72% (13th Highest in U.S.)
  • Wisconsin Sales and Excise Tax: 2.92% (13th Lowest in U.S.)



The Top Financial Advisor Firms in Brookfield, WI

 

VOIT & COMPANY, LLC

Website

(262) 784-2775

165 S. Calhoun Road

Brookfield, WI 53005

SEC#: 801-60937
Years in Business: 19 years

GRANITE FINANCIAL GROUP

Website

(262) 792-1111

175 N. Patrick Blvd.
Suite 170
Brookfield, WI 53045

SEC#: 801-116752
Years in Business: 2 years

FREEDOM WEALTH ALLIANCE

Website

(262) 798-7979

675 North Barker Road
Suite 220
Brookfield, WI 53045

SEC#: 801-79331
Years in Business: 7 years

BROOKFIELD INVESTMENT PARTNERS, LLC

Website

(262) 785-6751

330 South Executive Drive
Suite 307
Brookfield, WI 53005

SEC#: 801-61841
Years in Business: 18 years

REVIEW SERVICES INC

Website

(262) 784-9690

13255 West Bluemound Road
Suite 205
Brookfield, WI 53005

SEC#: 801-39487
Years in Business: 30 years

CHARTER CAPITAL MANAGEMENT, INC

Website

(414) 257-3700

13805 W Burleigh Road
Suite 100
Brookfield, WI 53005

SEC#: 801-16127
Years in Business: 40 years

FRANCIS INVESTMENT COUNSEL LLC

Website

(262) 781-8950

19435 W. Capitol Drive

Brookfield, WI 53045

SEC#: 801-62841
Years in Business: 17 years

BROOK CAPITAL

Website

(262) 784-7205

675 N.Barker Road, Suite #200

Brookfield, WI 53045

SEC#: 801-67415
Years in Business: 14 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(262) 641-6888

18650 W. Corporate Dr., Suite 200

Brookfield, WI 53045

SEC#: 801-60749
Years in Business: 19 years

 


Brookfield, WI Financial Advisor FAQs

A financial advisor is an important member of any well-rounded financial team. They work with their clients to make sure the whole picture - all the major aspects of a client's finances - are in order.
A financial advisor may charge a fee for their services or take a commission from the investments.
Yes. You need a financial advisor because no matter how much research one does, there is always the possibility of making an expensive and costly mistake.
If you're looking for investment guidance, check the person's credentials and make sure he or she meets minimum education standards. It's also advisable that you find out how long they've been in business and whether they have experience with investments outside their own product lines