Dane County, WI Financial Advisors and Resources



Financial Advisor Firms in Dane County, WI


CANOPY WEALTH MANAGEMENT

Website

(608) 662-9018

8215 Greenway Boulevard
Suite 540
Middleton, WI 53562

SEC#: 801-113774
Years in Business: 3 years

JACOBSON & SCHMITT ADVISORS, LLC

Website

(608) 662-7500

8333 Greenway Blvd
Suite 330
Middleton, WI 53562

SEC#: 801-66735
Years in Business: 15 years

T. ANTON INVESTMENT HOUSE, INC.

Website

(608) 501-1549

6300 University Avenue, Suite 100

Middleton, WI 53562

SEC#: 801-108785
Years in Business: 4 years

FILBRANDT WEALTH MANAGEMENT, LLC

Website

(608) 836-3600

8401 Greenway Blvd
Ste 212
Middleton, WI 53562

SEC#: 801-112390
Years in Business: 3 years

MILESTONE INVESTMENT ADVISORS, LLC

Website

(608) 826-5730

6702 Stonefield Road
Suite 201
Middleton, WI 53562

SEC#: 801-78337
Years in Business: 8 years

MICHAEL A. DUBIS FINANCIAL PLANNING, LLC

Website

(608) 827-6755

8383 Greenway Blvd.
Suite 600
Middleton, WI 53562

SEC#: 801-108044
Years in Business: 5 years

GOOGINS ADVISORS, INC.

Website

(608) 514-1044

6417 University Avenue

Middleton, WI 53562

SEC#: 801-68432
Years in Business: 13 years

PRIVATE ADVISOR GROUP, LLC

Website

(608) 826-2905

8309 Greenway Blvd, Suite 105

Middleton, WI 53562

SEC#: 801-72060
Years in Business: 10 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(608) 473-4478

5306 Valley Ridge Plz

Middleton, WI 53562

SEC#: 801-28543
Years in Business: 34 years


How Retirement-Friendly is Dane County, WI?

  • Population: 536,078
  • % of Population 62 Years and Over: 16.5%
  • Average Home Value: $267,600
  • Average Monthly Housing Cost: $1,258
  • Average Household Income: $96,542
  • 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.)


Dane County, WI Financial Advisor FAQs

One way to start with questions is to ask about their background and qualifications to advise clients. Find out what kinds of financial plans they offer, such as stocks, mutual funds, bonds and other investment vehicles. Ask if they have experience advising people your age and in your situation.
The most common way for an advisor to get paid is by charging their clients an advisory fee, which can be between 1% and 5%. Other means of getting paid is through commissions from investment vehicles or annuities that the client will purchase.
Never base the first choice of a professional solely on fees; you need to first assess whether their experience matches your needs.
Financial advisors offer a personalized service for customers who are looking to invest or save a certain amount of money. With this, they should provide an independent assessment if the customer's desired goals would match their own requirements, lifestyle or other factors.