Find a Financial Advisor in Kenosha County, WI

 

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

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We Only Work With The Best Kenosha 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 Kenosha County, WI


  • Financial Advisor Close to Kenosha 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 Kenosha 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 Kenosha County, WI

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

  • Population: 168,524
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $185,100
  • Average Monthly Housing Cost: $1,063
  • Average Household Income: $82,435
  • 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 Kenosha County, WI

 

COORDINATED CAPITAL SECURITIES, INC.

Website

(262) 551-8900

2315 30th Avenue
Greg Schaeffer
Kenosha, WI 53144

SEC#: 801-111070
Years in Business: 4 years

JOHNSON WEALTH INC.

Website

(262) 697-7261

7401 144th Avenue

Kenosha, WI 53142

SEC#: 801-61862
Years in Business: 18 years

 


Kenosha County, WI Financial Advisor FAQs

Some questions to think about when selecting a financial advisor are how transparent is the person, what type of qualifications does he or she have, and what has the person's track record been like with previous clients. It is also important to find an advisor you can communicate well with.
Having an expert with knowledge about the stock market, bonds, commodities, fixed income investments, and retirement programs can provide you with several options that may suit your needs better than others would have been able to offer on their own.
Financial advisors typically address financial issues and questions related to long-term savings, investing for retirement, tax advice with home ownership and asset management.
What are my all-in costs? In addition to your advisor's professional fee, many other fees can come from your investments and possibly other services he/she may offer. Make sure to get a vivid description of this one.