Find a Financial Advisor in Calumet County, WI

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We Only Work With The Best Calumet County 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 Calumet County, WI

  • Financial Advisor Close to Calumet County, 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 Calumet County, 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 Calumet County, WI

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

  • Population: 49,928
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $184,500
  • Average Monthly Housing Cost: $996
  • Average Household Income: $89,724
  • 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.)


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The Top Financial Advisor Firms in Calumet County, WI

 

 


Calumet County, WI Financial Advisor FAQs

Calumet County is located in east-central Wisconsin. It is bounded on the north by Marinette County, on the east by Manitowoc County, on the south by Sheboygan County, and on the west by Fond du Lac County. The top employer in Calumet County, Wisconsin is the Kohler Company. They have a total of 9,600 employees and an annual revenue of $5.6 billion. Calumet County is most well-known for its dairy farms. The county has the largest concentration of diary cows in the state, and it's also one of the leading producers of cheese and other dairy products. If you're looking for a place to get your hands on some fresh Wisconsin cheese, Calumet County is definitely the place to go. We've got a team of financial advisors covering Calumet County, Wisconsin. Created in 1836 and then organized in 1850, Calumet County is situated in the east area of its state, and is a component of the Appleton-Oshkosh-Neenah, WI Combined Statistical Area. Brown County is to the northeast, Manitowoc County is to the east, and Winnebago County is to the west of this county. Milwaukee, Madison, and Chicago are the cities close by. Financial advisors in the county are at your service in its neighboring areas through the links below.

Here are some questions you can ask a financial advisor to help avoid frauds, scams, and other unscrupulous business practices: What credentials do you have that make you qualified to advise me? Do you have any licenses related to your job?

A hybrid model is also possible where the advisor works on an hourly fee basis but retains some portion of the assets under management as compensation. Again, the fees should never exceed 1% per year, and can sometimes be deferred to take advantage of market fluctuations.

First, you have to know what you want out of a financial advisor. When you are able to define your needs, it will then be much easier to narrow down from a wide variety of options depending on the financial advisor's expertise.

Financial advisors work with people to develop and implement long-term financial plans. They employ a consultative approach that meets the needs of individual clients and households, as well as those of small businesses and large institutions.


Other Nearby Financial Advisors

Neenah, WI
Appleton, WI
Fond du Lac County, WI
Manitowoc, WI
Washington County, WI

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.