Top financial advisors in Fort Atkinson, 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 are a government worker in Fort Atkinson, WI, planning for retirement involves understanding how your public pension fits into your overall income. A common mistake is treating your pension as a fixed benefit without considering how it interacts with other retirement savings and Social Security.
- Pension integration. Ask how the advisor models your public pension alongside other income sources to avoid gaps or overlaps.
- Retirement timing. Confirm how they evaluate the best age to retire based on pension rules and personal goals.
- Tax implications. Public pensions can have unique tax treatments; check how the advisor plans for taxes on your retirement income.
- Benefit maximization. Inquire about strategies to optimize your pension benefits, including survivor options and cost-of-living adjustments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ralph L
Series 66
Fort Atkinson, WI
Cetera
Ralph Lassa III in Fort Atkinson, WI, offers expertise in wealth management and retirement plans for business owners, which can help government workers integrate their public pensions with other income sources. His flat-fee and hourly consulting options, combined with Cetera's large-firm resources and model portfolios, provide flexible planning approaches compared to advisors with different fee structures or firm sizes.
Experience: 2 years
Avg account: $306,089
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Bruce W
Series 63
Ft Atkinson, WI
Edward Jones
Bruce Waller's 38 years of experience and Series 63 designation equip him to address retirement planning complexities for government workers in Fort Atkinson, WI, including pension integration and tax implications. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management and tax-loss harvesting services with an annual program fee up to 1.35%, distinguishing him from advisors at smaller firms.
Experience: 38 years
Avg account: $246,728
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Debra R
Series 63, Series 65
Fort Atkinson, WI
Carson Wealth
Debra Ranguette's 17 years of experience and expertise in retirement income strategy make her well-equipped to address the complexities of integrating public pensions with other retirement income sources in Fort Atkinson, WI. Working at CWM, LLC, a large firm offering flat-fee financial planning and discretionary portfolio management, she serves a diverse clientele including high-net-worth families and institutional sponsors, providing a broad perspective compared to smaller practices.
Experience: 18 years
Avg account: $875,860
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Kevin G
Series 66
Fort Atkinson, WI
OSAIC
Kevin Giammalva in Fort Atkinson, WI, offers expertise in annuities and serves clients including founders, executives, and retirees, which suits government workers planning retirement with public pensions. His affiliation with OSAIC, a large SEC-registered firm using technology-driven investment processes, and his flat-fee structure provide flexible options compared to other advisors in the area.
Experience: 5 years
Avg account: $398,336
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Drew W
Series 63, Series 65
Beloit, WI
Coordinated Capital Securities, Inc.
Drew Williams in Fort Atkinson, WI, offers expertise in retirement plans for business owners and provides both financial planning and retirement plan consulting with flat-fee and hourly options. His firm, Coordinated Capital Securities, employs diverse investment strategies including equities and fixed income, serving individuals and plan sponsors, which may offer broader retirement planning perspectives compared to advisors focusing solely on public pensions.
Experience: 10 years
Avg account: $735,687
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