Top financial advisors in Beloit, 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 are planning your retirement, you likely face unique challenges due to public pension rules and benefits. Without an advisor familiar with these systems, you might miss opportunities to optimize your retirement income or misunderstand how your pension interacts with other savings.
- Public pension expertise. Confirm the advisor understands your specific pension plan and how it affects your overall retirement strategy.
- Retirement income sequencing. Ask how they plan withdrawals to balance pension income with other assets for tax efficiency.
- Benefit integration. Check if they consider how Social Security and pension benefits coordinate to maximize your lifetime income.
- Long-term planning. Ensure they account for potential changes in pension rules or cost-of-living adjustments in their projections.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jakob P
Series 65, Series 63
Milwaukee, WI
Harbour Investments, Inc.
Jakob Patch in Beloit, WI, offers flat-fee financial planning with expertise in annuities and options strategies, which can be useful for managing retirement income and pension benefits. His firm, Harbour Investments, combines fundamental and technical analysis for customized strategies and serves a diverse client base, providing both discretionary and model-based portfolio management, distinguishing him from advisors with more traditional fee structures or narrower service scopes.
Experience: 2 years
Avg account: $309,963
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Joshua L
Series 65, Series 63
Beloit, WI
LPL Financial
Joshua Lock in Beloit, WI, offers retirement planning with a focus on wealth management and tax-loss harvesting, supported by his Series 63 and 65 licenses and two years of industry experience. Affiliated with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning, he brings a background as a founder and experience at Thrivent Financial, distinguishing him from advisors with different firm sizes or fee structures.
Experience: 3 years
Avg account: $399,489
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Jonathan U
Series 66
Beloit, WI
Thrivent Investment Management
Jonathan Urish in Beloit, WI, offers expertise in business ownership considerations, supported by five years of industry experience and a Series 66 designation. Working with Thrivent Investment Management, a large firm providing dedicated planning services and integrated WealthPlan options, he combines holistic financial planning with a focus on individuals, families, and nonprofits, distinguishing him from advisors with narrower scopes or smaller firm resources.
Experience: 5 years
Avg account: $162,801
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Holly F
ChFC®, Series 66
Beloit, WI
Edward Jones
Holly Friel's 18 years of experience and credentials like ChFC® and Series 66 equip her to address retirement income strategies, including public pension considerations relevant to government workers in Beloit, WI. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive wealth management approach with a fee structure up to 1.35% annually, distinguishing her from advisors at smaller firms.
Experience: 18 years
Avg account: $246,728
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Prudence H
Series 63, Series 65
Beloit, WI
Equitable Advisors
Prudence Harker's expertise in retirement income strategy and Social Security optimization suits Baby Boomers in Beloit, WI, especially those approaching retirement. With 47 years of experience at a large firm, she serves high-net-worth clients and offers flexible fee structures, including asset-based and hourly fees, distinguishing her from advisors with less extensive backgrounds or narrower service models.
Experience: 47 years
Avg account: $570,841
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