Find a Financial Advisor in Waukesha, WI

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Waukesha 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 Waukesha, WI


  • Financial Advisor Close to Waukesha, 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 Waukesha, 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 Waukesha, WI

We evaluated over 13,000 RIA firms to bring you the best of the best Waukesha financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Waukesha, WI?

  • Population: 72,412
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $216,000
  • Average Monthly Housing Cost: $1,093
  • Average Household Income: $81,370
  • 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 Waukesha, WI

 

KOWAL INVESTMENT GROUP, LLC

Website

(262) 522-4040

W238 N1660 Busse Rd.
Suite 100
Waukesha, WI 53188

SEC#: 801-119756
Years in Business: 1 years

GLOBAL VIEW CAPITAL MANAGEMENT, LTD

Website

(262) 650-1030

N14 W23833 Stone Ridge Dr - Suite 350

Waukesha, WI 53188

SEC#: 801-72887
Years in Business: 10 years

STERLING CAPITAL MANAGEMENT INC

Website

(262) 970-9700

1801 Jennifer Lane

Waukesha, WI 53186

SEC#: 801-54107
Years in Business: 24 years

DRAKE & ASSOCIATES, LLC

Website

(414) 409-7226

2212 E. Moreland Blvd Suite 200

Waukesha, WI 53186

SEC#: 801-115301
Years in Business: 2 years

IAG WEALTH PARTNERS, LLC

Website

(262) 446-8150

N19 W24200 Riverwood Drive
Suite 150
Waukesha, WI 53188

SEC#: 801-70404
Years in Business: 12 years

PROVIDENT TRUST COMPANY

Website

(262) 521-2300

N16 W23217 Stone Ridge Drive
Suite 310
Waukesha, WI 53188

SEC#: 801-58213
Years in Business: 20 years

FINANCIAL SOLUTIONS, LLC

Website

(262) 542-5200

1900 Airport Road
Suite A
Waukesha, WI 53188

SEC#: 801-107129
Years in Business: 5 years

DANA INVESTMENT ADVISORS INC

Website

(262) 782-3631

20700 Swenson Drive, Suite 400

Waukesha, WI 53186

SEC#: 801-14828
Years in Business: 42 years

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(262) 432-6282

20935 Swenson Dr.

Waukesha, WI 53186

SEC#: 801-29618
Years in Business: 34 years

 


Waukesha, WI Financial Advisor FAQs

There are a number of ways that financial advisors get paid these days. The most common way is to charge an hourly fee for their time, but some also charge a flat annual or monthly fee, and others even use performance-based compacts in which they only take a percentage of the increased value.
Financial advisors are most typically compensated on a fee basis, usually with commissions being tied to the specific product they are advising their client to invest in.
A financial advisor will advise you on how to manage your money. Depending on whether you have a lot or a little, the advice may vary.
A financial advisor should be someone that is registered with the Securities and Exchange Commission and has the experience to fit your needs.