Find a Financial Advisor in Pewaukee, WI

 

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

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We Only Work With The Best Pewaukee 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 Pewaukee, WI


  • Financial Advisor Close to Pewaukee, 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 Pewaukee, 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 Pewaukee, WI

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

  • Population: 14,431
  • % of Population 62 Years and Over: 23.6%
  • Average Home Value: $340,000
  • Average Monthly Housing Cost: $1,483
  • Average Household Income: $134,117
  • 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 Pewaukee, WI

 

CAPITAL INNOVATIONS, LLC

Website

(262) 746-3100

325 Forest Grove Drive, Suite 100

Pewaukee, WI 53072

SEC#: 801-72322
Years in Business: 10 years

SHAKESPEARE WEALTH MANAGEMENT, INC.

Website

(262) 814-1600

N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072

SEC#: 801-92171
Years in Business: 6 years

ELLENBECKER INVESTMENT GROUP

Website

(262) 691-3200

N35 W23877 Highfield Court
Suite 200
Pewaukee, WI 53072

SEC#: 801-80600
Years in Business: 6 years

CENTURY SECURITIES ASSOCIATES, INC.

Website

(262) 574-1510

155 Capital Drive
Unit 9
Pewaukee, WI 53029

SEC#: 801-43561
Years in Business: 28 years

REGAL INVESTMENT ADVISORS LLC

Website

(262) 901-0288

N27 W23957 Paul Rd
Suite 102
Pewaukee, WI 53072

SEC#: 801-71923
Years in Business: 10 years

 


Pewaukee, WI Financial Advisor FAQs

Yes. If you're not sure you need one, then yes, I'd recommend that you find a qualified advisor to help with your financial situation and goals.
Financial advisors help people plan for retirement, save money and grow investments.
Your best bet is to find one through a referral. Achieving this can be difficult because it's hard to get information about your advisor's ethics, past performance, and financial health.
There are many financial advisor firms that offer either equity-only or fee-only advisory services. Financial advisors may advise on more than one investment vehicle—one can be fee-based, whereas another can be commission-based.