Find a Financial Advisor in Milwaukee, WI

 

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

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We Only Work With The Best Milwaukee 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 Milwaukee, WI


  • Financial Advisor Close to Milwaukee, 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 Milwaukee, 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 Milwaukee, WI

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

  • Population: 594,548
  • % of Population 62 Years and Over: 13.4%
  • Average Home Value: $126,900
  • Average Monthly Housing Cost: $901
  • Average Household Income: $57,332
  • 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 Milwaukee, WI

 

LEGACY CAPITAL PARTNERS, INC.

Website

(414) 271-1664

1200 North Mayfair Road
Suite 360
Milwaukee, WI 53226

SEC#: 801-8846
Years in Business: 49 years

AFFILIATED FINANCIAL ADVISORS INC

Website

(414) 476-4999

2600 North Mayfair Rd.
Suite 200
Milwaukee, WI 53226

SEC#: 801-57519
Years in Business: 21 years

OARSMAN CAPITAL, INC

Website

(414) 221-0081

759 North Milwaukee Street

Milwaukee, WI 53202

SEC#: 801-60988
Years in Business: 19 years

SKYLANDS CAPITAL, LLC

Website

(414) 256-3380

1200 North Mayfair Road
Suite 250
Milwaukee, WI 53226

SEC#: 801-71522
Years in Business: 11 years

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Website

(866) 664-7737

720 East Wisconsin Avenue

Milwaukee, WI 53202

SEC#: 801-8095
Years in Business: 49 years

OPEROSE ADVISORS LLC

Website

(414) 209-3280

735 North Water Street
Suite 1440
Milwaukee, WI 53202

SEC#: 801-118313
Years in Business: 1 years

SIMS CAPITAL MANAGEMENT LLC

Website

(414) 765-1107

225 E. Mason Street
Suite 802
Milwaukee, WI 53202

SEC#: 801-67455
Years in Business: 14 years

KLCM ADVISORS, INC.

Website

(414) 765-1234

330 E Kilbourn Avenue
Suite 1180
Milwaukee, WI 53202

SEC#: 801-43503
Years in Business: 28 years

RIVERWATER PARTNERS LLC

Website

(414) 858-8000

1433 N. Water Street
Suite 303
Milwaukee, WI 53202

SEC#: 801-117635
Years in Business: 1 years

 


Milwaukee, WI Financial Advisor FAQs

There are many different ways that financial advisors get paid, but the four most common types of compensation are commission-based pay, hourly fee-based pay, annual retainer fee-based pay, and cost reimbursement.
A financial advisor is a professional who helps people decide how to invest their money, by researching various opportunities for taxation, growth, diversification of risk and capital preservation.
A good way to find a profession financial advisor, is to ask around the local community.
It really depends on your financial situation and goals. If you don't know how to invest, if you want to invest but don't know which products. An advisor can help. They can also save time and make sure that what they're doing is the right thing for the client like not selling a profitable investment before it has fully recovered or recommending investments with high fees, too much risk, or overly large transactions.