Top financial advisors in Beaver Dam, WI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in government and rely on a public pension, planning your retirement income carefully is key to making the most of your benefits. Without a clear strategy, you might miss how your pension interacts with Social Security and other income sources, leading to unexpected tax bills or income gaps.
- Pension integration expertise. Ask how they coordinate your public pension with Social Security and other retirement income to avoid overlap or shortfalls.
- Tax impact awareness. Confirm they understand how pension income affects your tax bracket and Medicare premiums in Wisconsin.
- Withdrawal sequencing. Inquire about their approach to drawing down accounts to minimize taxes and preserve your pension benefits.
- Long-term income planning. Look for advisors who model your retirement cash flow over decades, not just the next few years.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew H
Series 65, Series 63
Beaver Dam, WI
Mass Mutual Investors Services
Matthew Heiar in Beaver Dam, WI, offers financial advice through Mass Mutual Investors Services, a large firm known for comprehensive planning and asset management. With three years of experience and licenses Series 63 and 65, he supports clients including business owners and executives, providing ongoing financial planning and educational seminars that may help coordinate retirement income effectively.
Experience: 3 years
Avg account: $249,379
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Christopher K
Series 66
Beaver Dam, WI
Raymond James Financial
Christopher Kuenzi in Beaver Dam, WI, offers retirement planning expertise with a focus on cash flow and business succession, suitable for clients integrating public pensions and Social Security. Affiliated with Raymond James Financial, a large firm, he provides flat-fee and hourly services, catering to a diverse client base including pension plans and municipal entities, which may offer broader institutional insights compared to smaller practices.
Experience: 2 years
Avg account: $700,796
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Matthew E
CFP®, Series 66
Beaver Dam, WI
Edward Jones
Matthew Emmer specializes in retirement income strategy and general retirement planning, making him well-suited to help clients in Beaver Dam, WI, who rely on public pensions and need careful income coordination. With 11 years of experience at Edward Jones, a large full-service wealth management firm, he offers a structured approach supported by a CFP® certification and a fee of up to 1.35% annually, distinguishing him from advisors with smaller firm affiliations or different fee models.
Experience: 12 years
Avg account: $246,728
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David G
ChFC®, Series 66
Beaver Dam, WI
Edward Jones
David Geschke in Beaver Dam, WI, offers pension consulting with flat fees ranging from $750 to $10,000, suitable for clients needing clear retirement income strategies. With 19 years of experience and a ChFC® designation, he works through Cornerstone Wealth Management, which serves high-net-worth clients and pension plans, providing tailored investment advice and ongoing account supervision.
Experience: 19 years
Avg account: $246,728
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Roland M
Series 63, Series 65
Beaver Dam, WI
OSAIC
Roland Moll's 42 years of experience and Series 63 and 65 licenses position him well to address retirement income planning for public pension recipients in Beaver Dam, WI. Affiliated with OSAIC, a large firm offering flat-fee structures and comprehensive investment processes, he serves diverse clients including pension plans, which may provide nuanced insights compared to smaller firms or fee models.
Experience: 42 years
Avg account: $398,336
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