Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

66 advisors near
53549

Out of 400,000+ nationwide

firm logo

Brittany S

Series 66

Whitewater, WI

Edward Jones

Brittany Skelton is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation. She has experience working at Edward Jones since 2022 and previously held roles in the wellness and personal care industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Multi-generational wealth transfer Inheritance planning General estate planning guidance Retired Founder/Business Owner Executive Widow/Widower
firm logo

Kent H

Series 66

Whitewater, WI

Edward Jones

Kent Hutchins is a Series 66 licensed financial advisor with Edward Jones in Whitewater, WI, and has 18 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he manages short-term rental properties, including an Airbnb in Whitewater and a condo rental in Lake Geneva. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of financial advisors and offers additional capabilities such as trust services and securities-based lending.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Staci M

Series 63, Series 66

Cambridge, WI

Edward Jones

Staci Minerath is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JP Morgan Securities LLC, JP Morgan Chase Bank, and Thrivent Investment Management Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Aaron G

Series 63

Lake Mills, WI

Edward Jones

Aaron Genthe is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 designation. Outside of his advisory role, he serves as President and currently as Director At-Large of the Lake Mills Area Community Foundation, where he manages an eight-person board overseeing community donations and grants. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm offers a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Ethan S

Series 66

Lake Mills, WI

Edward Jones

Ethan Schmidt is a Series 66-licensed financial advisor with Edward Jones, based in Lake Mills, WI, and has three years of industry experience. His prior roles include positions at Summit Credit Union, Retirement Income Strategies, and Mutual of Omaha Investor Services and Insurance Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Robert B

Series 63, Series 66

Oconomowoc, WI

Ameriprise

Robert Bortz Jr. is a financial advisor with Ameriprise in Oconomowoc, WI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its predecessor firms since 2008. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Monastery Hill Homeowner Association. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")