Find a Financial Advisor in Saint Croix County, WI

 

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We did the hard work of finding trustworthy partners in St. Croix County, WI.

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We Only Work With The Best Saint Croix County 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 St. Croix County, WI


  • Financial Advisor Close to St. Croix County, 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 St. Croix County, 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 St. Croix County, WI

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

  • Population: 88,732
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $246,600
  • Average Monthly Housing Cost: $1,291
  • Average Household Income: $100,844
  • 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 St. Croix County, WI

 

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(715) 410-4404

1364 213th Ave

New Richmond, WI 54017

SEC#: 801-63930
Years in Business: 16 years

 


St. Croix County, WI Financial Advisor FAQs

You will want to consider a few factors in order to find a financial advisor who not only understands your individual needs, but also meets your expectations. Make sure to have someone whose fees are reasonable. Also choose someone with wide indsutry experience and knowledge.
In general, it can be helpful to get professional advice from a trained advisor before taking on any new financial commitment.
The role of a financial advisor can vary widely depending on the needs of the individual and what they're looking for. Most important is understanding your unique situation and providing you with clear evaluation and guidance so that you can make an informed decision about your individual finances.
How do we communicate about my portfolio of investments? Make sure to go with someone who can proactively communicate with you - someone who keeps you updated on your portfolio's performance.