Top financial advisors in Kenosha, 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, which is common in Kenosha, WI. Without an advisor familiar with local pension rules and retirement planning, you risk missing key benefits or timing your withdrawals poorly.
- Public pension expertise. Confirm how they integrate your pension details into your overall retirement plan.
- Retirement income sequencing. Ask how they plan withdrawals to balance taxes and cash flow over time.
- Local market knowledge. Understanding Kenosha's cost of living and tax environment can affect your financial decisions.
- Experience with government benefits. Check if they consider Social Security and Medicare impacts alongside your pension.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
David J
CFP®, ChFC®, Series 63, Series 66
Kenosha, WI
Jordan Financial Life Planning
David Jordan's 22 years of experience and CFP® and ChFC® credentials equip him to handle retirement planning needs in Kenosha, including integrating pension details and managing income sequencing. His independent, flat-fee advisory model and use of structured planning tools like Pontera distinguish him from others, while serving a diverse client base including trusts and small businesses.
Experience: 22 years
Avg account: $523,922
-
Michael M
CFP®, Series 66
Kenosha, WI
Ameriprise
Michael Morrone offers retirement income strategy expertise in Kenosha, WI, with 23 years of experience and CFP® certification, focusing on Social Security optimization and withdrawal strategies. Working at Ameriprise, a large firm with a 0.15% AUM fee, he serves clients approaching retirement and integrates tax-efficiency analysis and research into personalized, non-discretionary advice.
Experience: 23 years
Avg account: $471,167
-
Daniel P
Series 63
Kenosha, WI
Edward Jones
Daniel Pascucci offers retirement income strategy and general retirement planning expertise in Kenosha, WI, with 19 years of industry experience and a Series 63 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a broad network, differentiating him from advisors at smaller firms with potentially fewer support capabilities.
Experience: 20 years
Avg account: $246,728
-
Maria F
Series 63, Series 65
Kenosha, WI
Portfolio Medics, LLC
Maria Fliess offers 13 years of experience in Kenosha, WI, with expertise in both active portfolio management and passive investing, suitable for integrating public pension details into retirement plans. Her firm, Portfolio Medics, LLC, manages over $550 million for a diverse client base and provides flat-fee financial planning options, distinguishing her with flexible fee structures and a broad range of investment approaches.
Experience: 13 years
Avg account: $266,459
-
Keith D
Series 63, Series 66
Kenosha, WI
Thrivent Investment Management
Keith Dreger's 42 years of experience and affiliation with Thrivent Investment Management in Kenosha, WI, equip him to address retirement planning needs, including public pension considerations common in the area. His firm offers Dedicated Planning Services with flexible managed-account options, and his background in business ownership considerations and insurance adds depth compared to advisors focused solely on investment management.
Experience: 42 years
Avg account: $162,801
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Kenosha, WI
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")