Top financial advisors in Elkhorn, 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.
You might seek a financial advisor in Elkhorn, WI if you're navigating retirement with a public pension or managing government benefits. Without expertise in local pension rules, advisors can overlook key income sources, leading to gaps in your retirement plan.
- Public pension insight. Confirm how they integrate your government pension into your overall retirement income strategy.
- Benefit coordination. Ask how they handle Social Security timing alongside your pension to optimize your cash flow.
- Tax implications. Inquire about their approach to state and local taxes affecting your retirement income.
- Experience with local regulations. Ensure they understand Wisconsin-specific retirement and pension rules that impact your planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Justin H
Series 66
Elkhorn, WI
UBS Financial Services
Justin Hanke's experience with UBS Financial Services in Elkhorn, WI, equips him to address retirement planning needs, including cash flow and equity compensation tax strategies relevant to public pension recipients. His role at a large firm serving high-net-worth clients offers access to institutional trading and comprehensive portfolio management, distinguishing him from advisors focused solely on smaller client segments or limited investment options.
Experience: 9 years
Avg account: $693,691
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Timothy B
CFP®, Series 66
Elkhorn, WI
Edward Jones
Timothy Black's 13 years of experience and CFP® certification equip him to address retirement planning complexities in Elkhorn, WI, including public pension integration and tax considerations. Working with Edward Jones, a large firm with extensive resources and a broad client base, he offers a comprehensive wealth management approach with a fee structure up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 13 years
Avg account: $246,728
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Harold S
Series 65
Elkhorn, WI
Edelman Financial Engines
Harold Sherrill III offers retirement income strategy expertise in Elkhorn, WI, supported by his Series 65 license and affiliation with Edelman Financial Engines, a large firm known for technology-enabled advisory services. His flat-fee structure and experience with tax-loss harvesting and alternative investments differentiate him from others, while his background as a founder/business owner adds practical insight into retirement planning complexities.
Experience: 2 years
Avg account: $375,508
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Dennis O
Series 66
Elkhorn, WI
Wells Fargo Advisors
Dennis Opie, based in Elkhorn, WI, brings 20 years of experience and a Series 66 designation, working with Wells Fargo Advisors, a large firm known for serving high-net-worth clients. His expertise includes cash flow and budgeting, which complements retirement planning needs, while his dual role as a business owner adds practical insight compared to other advisors in the area.
Experience: 20 years
Avg account: $514,335
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J. W
Series 63, Series 65
Elkhorn, WI
Equitable Advisors
J. Wehmeier's 20 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited for navigating retirement with public pensions in Elkhorn, WI. As a founder and retired executive serving high-net-worth baby boomers through a large firm, he offers a range of fee structures and access to diverse asset management programs, distinguishing him from other local advisors.
Experience: 20 years
Avg account: $570,841
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