Top financial advisors in Fond du Lac, 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 be considering your retirement options or managing a public pension if you work in government roles common in Fond du Lac, WI. Without focused planning, you could miss how your pension interacts with other income sources, leading to unexpected tax or cash flow issues.
- Pension integration expertise. Confirm how the advisor plans around your public pension benefits alongside Social Security and personal savings.
- Retirement income sequencing. Ask how they manage withdrawals to balance taxes and cash flow over your retirement years.
- Local cost of living insights. Understanding Fond du Lac's expenses helps tailor realistic retirement budgets and investment strategies.
- Long-term care considerations. Discuss how they incorporate potential healthcare needs into your retirement plan to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Benjamin B
Series 66
Fond Du Lac, WI
LPL Financial
Benjamin Baertschy offers 17 years of experience in wealth management and retirement plans, making him well-equipped to address retirement income sequencing and pension integration for Fond du Lac residents. His flat-fee structure at LPL Financial, a large firm with extensive resources, complements his background as a founder and retired professional, providing a broad perspective compared to other advisors.
Experience: 17 years
Avg account: $399,489
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Hannah M
Series 66
Fond Du Lac, WI
Edward Jones
Hannah Muraski offers wealth management services in Fond du Lac, WI, with expertise in tax-loss harvesting and multi-generational wealth transfer, which can support managing retirement income and pension integration. Affiliated with Edward Jones, a large firm with extensive resources and a broad client base, she provides access to diverse investment strategies and a program fee up to 1.35% annually, distinguishing her from smaller local advisors.
Experience: 1 year
Avg account: $246,728
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Eric G
CFP®, Series 66
Fond Du Lac, WI
Cetera
Eric Gurholt's 17 years of experience and CFP® certification equip him to address retirement planning needs in Fond du Lac, including pension integration and tax considerations. His affiliation with Cetera, a large firm offering diverse portfolio management and flat-fee financial planning, complements his expertise in serving high earners approaching retirement and business owners with retirement plans.
Experience: 17 years
Avg account: $306,089
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Paul B
Series 66
Fond Du Lac, WI
OSAIC
Paul Bilitz brings 21 years of experience and a Series 66 designation, working with OSAIC, a large firm managing around $200 billion in assets. His expertise in annuities and flat-fee financial planning suits those integrating public pensions with other retirement income. Compared to others, his background includes handling fixed annuities and non-variable insurance products, offering a broad approach to retirement income sequencing in Fond du Lac.
Experience: 21 years
Avg account: $398,336
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Jennifer R
CFP®, Series 63
Fond Du Lac, WI
Raymond James Financial
Jennifer Riedeman's 26 years of experience and focus on general retirement planning and cash flow budgeting equip her to address retirement income sequencing and pension integration for Fond du Lac residents. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly options, she serves diverse clients including pension plans, providing tailored, non-discretionary investment consulting.
Experience: 26 years
Avg account: $700,796
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