Menomonee Falls, WI Financial Advisors and Resources



Financial Advisor Firms in Menomonee Falls, WI


RICHARDSON CAPITAL MANAGEMENT, LLC

Website

(262) 255-4100

W134 N8688 Executive Parkway

Menomonee Falls, WI 53051

SEC#: 801-63149
Years in Business: 17 years

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Website

(414) 319-1080

111 Heritage Reserve
Suite 200
Menomonee Falls, WI 53051

SEC#: 801-48064
Years in Business: 26 years

WELLS CAPITAL MANAGEMENT INCORPORATED

Website

(415) 396-8000

100 Heritage Reserve

Menomonee Falls, WI 53051

SEC#: 801-21122
Years in Business: 37 years

WELLS FARGO FUNDS MANAGEMENT, LLC

Website

(414) 359-3400

100 Heritage Reserve

Menomonee Falls, WI 53051

SEC#: 801-58237
Years in Business: 20 years

CL WEALTH MANAGEMENT LLC

Website

(262) 345-5900

N48 W 14336 Hampton Rd

Menomonee Falls, WI 53015

SEC#: 801-72701
Years in Business: 10 years

CL WEALTH MANAGEMENT LLC

Website

(262) 345-5900

N48 W 14336 Hampton Rd

Menomonee Falls, WI 53015

SEC#: 801-72701
Years in Business: 10 years

WELLS CAPITAL MANAGEMENT INCORPORATED

Website

(415) 396-8000

100 Heritage Reserve

Menomonee Falls, WI 53051

SEC#: 801-21122
Years in Business: 37 years

CL WEALTH MANAGEMENT LLC

Website

(262) 345-5900

N48 W 14336 Hampton Rd

Menomonee Falls, WI 53015

SEC#: 801-72701
Years in Business: 10 years


How Retirement-Friendly is Menomonee Falls, WI?

  • Population: 37,160
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $261,800
  • Average Monthly Housing Cost: $1,278
  • Average Household Income: $110,538
  • 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.)


Menomonee Falls, WI Financial Advisor FAQs

Financial advisors are paid on many different models, but one of the most common pay models is commission only. This means that they get compensated for every transaction they complete on behalf of their clients, sometimes with a predetermined percentage or flat fee per transaction. Some financial advisors may receive other forms of compensation, including salary and bonuses based on results, but this is less common due to the high cost to hire someone for this type of position.
The first step in finding a financial advisor would be to find one that is right for your needs. Some people prefer full-service advisors who can manage their portfolio, pay bills and so on while other people may only want someone who can simply provide investment advice.
An advisor is someone who gives advice on the various financial decisions that you can make, whether it be investment planning, retirement planning, or estate planning.
Certainly, if your investment objectives are complex. To begin with, you need to determine what kind of investing experience you want; there are many levels in between novice and expert investor. Novices may only benefit from low-cost index funds, while self-directed investors might want to look at some dividend-paying companies or value stock funds.