Ozaukee County, WI Financial Advisors and Resources



Financial Advisor Firms in Ozaukee County, WI


BEADELL A D INVESTMENT COUNSEL INC

Website

(262) 241-0331

10224 N Port Washington Road

Mequon, WI 53092

SEC#: 801-10677
Years in Business: 46 years

PEGASUS PARTNERS

Website

(262) 478-9009

1333 W. Towne Square Raod

Mequon, WI 53092

SEC#: 801-81049
Years in Business: 6 years

REINHART PARTNERS, INC.

Website

(262) 241-2020

1500 W. Market St
Suite 100
Mequon, WI 53092

SEC#: 801-40278
Years in Business: 29 years

DENALI WEALTH MANAGEMENT, INC.

Website

(414) 978-0020

1325 W Towne Square Road

Mequon, WI 53092

SEC#: 801-71260
Years in Business: 11 years

SPECTRUM INVESTMENT ADVISORS, INC.

Website

(262) 238-4010

6329 West Mequon Road

Mequon, WI 53092

SEC#: 801-56966
Years in Business: 21 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 711-6132

1539 W. Market Street

Mequon, WI 53092

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 711-6132

1539 W. Market Street

Mequon, WI 53092

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 711-6132

1539 W. Market Street

Mequon, WI 53092

SEC#: 801-7571
Years in Business: 50 years

FREEPORT FINANCIAL PARTNERS LLC

Website

(312) 281-4600

1001 W Glen Oaks Lane, Suite 101

Mequon, WI 53092

SEC#: 801-77952
Years in Business: 8 years


How Retirement-Friendly is Ozaukee County, WI?

  • Population: 88,597
  • % of Population 62 Years and Over: 23.4%
  • Average Home Value: $283,600
  • Average Monthly Housing Cost: $1,268
  • Average Household Income: $120,331
  • 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.)


Ozaukee County, WI Financial Advisor FAQs

When it comes to choosing an investor, you should always make sure they are licensed with the Securities and Exchange Commission (SEC), which means that they have passed all of their exams and had at least 3 years of experience working in the industry.
Financial advisors play many critical roles which include helping you think strategically about your investment portfolio, setting up comprehensive retirement and savings plans for you, managing any IRS liabilities (such as taxes), and more.
A successful relationship with a financial advisor means creating personalized strategies for meeting or exceeding clients' investment objectives while satisfying personal needs.
What investment benchmarks do you use? Financial advisors should be very well-versed on proper benchmarks to be used that should directly relate to what they're invested in.