Wauwatosa, WI Financial Advisors and Resources



Financial Advisor Firms in Wauwatosa, WI


SJA FINANCIAL ADVISORY, LLC

Website

(414) 390-1492

10401 W Innovation Dr
Suite 100
Wauwatosa, WI 53226

SEC#: 801-77625
Years in Business: 8 years

INTRINSIC INVESTORS LLC

Website

(414) 831-5700

1200 N Mayfair Rd
Suite 330
Wauwatosa, WI 53226

SEC#: 801-116734
Years in Business: 2 years

PRINCIPAL SECURITIES, INC.

Website

(414) 258-6220

10361 W Innovation Dr
Ste 300
Wauwatosa, WI 53226

SEC#: 801-54949
Years in Business: 24 years

ASSOCIATED INVESTMENT SERVICES, INC.

Website

(414) 778-1610

2645 N. Mayfair Rd.

Wauwatosa, WI 53226

SEC#: 801-71639
Years in Business: 11 years

PRUCO SECURITIES, LLC

Website

(414) 456-1770

10000 Innovation Drive
Suite 190
Wauwatosa, WI 53226

SEC#: 801-52208
Years in Business: 25 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(414) 921-5222

1200 N. Mayfair Road
Suite 210
Wauwatosa, WI 53226

SEC#: 801-78808
Years in Business: 7 years

PRUCO SECURITIES, LLC

Website

(414) 456-1770

10000 Innovation Drive
Suite 190
Wauwatosa, WI 53226

SEC#: 801-52208
Years in Business: 25 years

PRUCO SECURITIES, LLC

Website

(414) 456-1770

10000 Innovation Drive
Suite 190
Wauwatosa, WI 53226

SEC#: 801-52208
Years in Business: 25 years

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Website

(414) 476-1880

10401 Innovation Drive
Suite 200
Wauwatosa, WI 53226

SEC#: 801-57242
Years in Business: 21 years


How Retirement-Friendly is Wauwatosa, WI?

  • Population: 47,971
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $244,600
  • Average Monthly Housing Cost: $1,307
  • Average Household Income: $105,298
  • 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.)


Wauwatosa, WI Financial Advisor FAQs

When searching for an advisor, it's best to look for one who is willing to have detailed conversations about the process and the different models their firm offers before making an investment decision. It's important that your advisor makes themselves available to answer any questions and address any concerns promptly and professionally.
The answer to this question is not an easy one. It largely depends on your financial goals and how comfortable you are managing your investments. If you don't have any experience with investing, then the best thing for you would be to talk to a financial advisor who can help guide you in the right direction and monitor your investments on a regular basis.
A financial advisor can get paid in a number of ways from their employer. The most common way is through a commission on the investments they advise you to purchase, which is compensation for the customer's loss of impartiality and independence in making decisions. Alternatively, they might charge an hourly fee. Some advisors may charge an annual retainer fee that covers non-investment services such as estate planning and day-to-day management of your portfolio.
When looking at different financial advisors, it's important to find one who specializes in your age demographic and stage of life. Don't just ask basic advice, but inquire into the unique needs that apply to this specific cohort.