Find a Financial Advisor in Manitowoc, WI

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Manitowoc 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 Manitowoc, WI


  • Financial Advisor Close to Manitowoc, 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 Manitowoc, 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 Manitowoc, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Manitowoc financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Manitowoc, WI?

  • Population: 32,702
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $114,100
  • Average Monthly Housing Cost: $705
  • Average Household Income: $61,183
  • 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 Manitowoc, WI

 

ACCESS INVESTMENT ADVISORS INC

Website

(920) 683-9901

4400 Calumet Ave.
Suite 201
Manitowoc, WI 54220

SEC#: 801-56436
Years in Business: 22 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(920) 320-8100

1121 Franklin Street

Manitowoc, WI 54220

SEC#: 801-71639
Years in Business: 11 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(920) 320-8100

1121 Franklin Street

Manitowoc, WI 54220

SEC#: 801-71639
Years in Business: 11 years

KELLOGG ASSET MANAGEMENT, LLC

Website

(800) 236-0082

1121 Franklin St

Manitowoc, WI 54220

SEC#: 801-70113
Years in Business: 12 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(920) 320-8100

1121 Franklin Street

Manitowoc, WI 54220

SEC#: 801-71639
Years in Business: 11 years

 


Manitowoc, WI Financial Advisor FAQs

Yes, most people need a financial advisor. A good advisor can help you increase the amount of money you earn and grow the amount of money you have.
A financial advisor typically provides a number of services related to personal finance, such as tax planning, financial market analysis and interpersonal advice about money management. Financial advisors may also offer assistance with wealth planning, the management of insurance policies and business interests, wills and trusts.
Financial advisors are paid in a number of different ways, depending on their level of expertise. Various states have restrictions on what types of financial advisor are allowed to sell stocks and mutual funds with varying levels of licensure.
There are a number of great options out there for someone in this position and ultimately it will come down to personal preference and how their personality matches up with yours.