Top financial advisors in Manitowoc, 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're a government worker in Manitowoc, WI, planning for retirement means considering your public pension alongside other income sources. Without an advisor familiar with these pensions, you might miss how they affect your overall retirement income and tax situation.
- Public pension insight. Confirm the advisor understands Wisconsin's pension rules and how they integrate with your retirement plan.
- Income layering strategy. Ask how they balance pension benefits with Social Security and personal savings to create steady income.
- Tax impact awareness. Ensure they consider how pension income affects your tax bracket and potential deductions.
- Experience with government clients. Look for advisors who have worked with public employees and can navigate related benefits and restrictions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Paul G
Series 63, Series 65
Manitowoc, WI
Raymond James Financial
Paul Gottshall's 39 years of experience and expertise in retirement income strategy make him well-equipped to address the complexities of public pensions in Manitowoc, WI. Affiliated with Raymond James Financial, a large firm offering flat-fee planning and serving diverse clients including pension plans, he provides non-discretionary consulting that supports informed decision-making, distinguishing him from advisors focused solely on discretionary management.
Experience: 39 years
Avg account: $700,796
-
Jason K
Series 66
Manitowoc, WI
OSAIC
Jason Kramar in Manitowoc, WI, brings 11 years of experience and a Series 66 designation, with expertise in annuities that can complement public pension planning. Working at OSAIC, a large firm offering flat-fee structures and comprehensive investment processes, he supports diverse clients including pension plans, which may benefit government workers seeking integrated retirement income strategies.
Experience: 11 years
Avg account: $398,336
-
Jared M
Series 65
Manitowoc, WI
Red Granite Wealth Management
Jared Meyer in Manitowoc, WI, offers expertise in retirement plans and pension consulting, making him capable of addressing government workers' retirement needs involving public pensions. His firm, Red Granite Wealth Management, uses a discretionary, goal-driven investment approach and serves both individual and corporate clients, with a 1.00% AUM fee and hourly rates from $50 to $200, distinguishing him from others by combining pension plan management with wealth management services.
Experience: 12 years
Avg account: $263,679
-
Michael S
Series 66
Manitowoc, WI
Cetera
Michael Schug's 21 years of experience and Series 66 designation equip him to address retirement planning complexities for Manitowoc government workers, including tax-loss harvesting and charitable giving strategies. Operating within Cetera's large firm, he offers flexible flat-fee and hourly consulting options, serving high earners approaching retirement, which may provide more personalized fee arrangements compared to other advisors.
Experience: 21 years
Avg account: $306,089
-
Seth J
Series 66
Manitowoc, WI
Edward Jones
Seth Jones in Manitowoc, WI, offers expertise in retirement income strategy and wealth management, which is crucial for government workers managing public pensions alongside other income sources. Affiliated with Edward Jones, a large firm with over $1 trillion in assets, he provides a range of advisory programs and charges up to 1.35% annually, distinguishing him with both firm resources and personalized service.
Experience: 7 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Manitowoc, 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")