Top financial advisors in Marinette, 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 need a financial advisor in Marinette, WI if you're navigating retirement planning with a public pension, which can be complex to coordinate with other income sources. A common mistake is not fully integrating your pension benefits into your overall retirement strategy, which can lead to unexpected shortfalls.
- Pension integration expertise. Confirm how the advisor incorporates your public pension into your broader retirement income plan.
- Retirement income sequencing. Ask how they plan withdrawals to balance pension payouts with other assets for tax efficiency.
- Longevity risk management. Check if they consider how long your pension and savings need to last, especially given public pension rules.
- Benefit coordination. Inquire about their approach to coordinating Social Security and pension benefits to maximize your total retirement income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeremy B
CFP®, Series 66
Marinette, WI
Edward Jones
Jeremy Bartels offers expertise in general retirement planning and wealth management, making him capable of addressing the complexities of integrating public pensions into retirement strategies in Marinette, WI. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a range of advisory programs with a fee structure up to 1.35% annually, serving diverse client types including retirees and business owners.
Experience: 9 years
Avg account: $246,728
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Jason S
Series 65
Marinette, WI
Nicolet Wealth Management
Jason Smerchek's experience at Nicolet Wealth Management, specializing in retirement income strategy and business owner retirement plans, equips him to handle complex pension integration and retirement income sequencing in Marinette, WI. His independent status, Series 65 credential, and a 0.60% annual AUM fee differentiate him by combining personalized service with a firm that offers comprehensive retirement plan advisory and ERISA investment management.
Experience: 8 years
Avg account: $739,979
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Alan D
Series 66
Marinette, WI
Ameriprise
Alan Dewitt specializes in retirement income strategy and Social Security optimization, making him well-suited to help clients in Marinette, WI integrate public pensions into their retirement plans. With 11 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides tax-efficient withdrawal strategies and serves clients approaching retirement with a 0.15% AUM fee.
Experience: 11 years
Avg account: $471,167
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Mitchell B
Series 66
Marinette, WI
Cambridge Investment Research Advisors
Mitchell Banaszak is positioned to assist with retirement income strategies in Marinette, WI, leveraging his Series 66 designation and affiliation with Cambridge Investment Research Advisors, a large firm experienced in pension and retirement plan advisory. His flat-fee options and background with Fidelity Investments provide a structured approach, differentiating him from others by combining firm resources with personalized consulting services.
Experience: 1 year
Avg account: $378,281
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Brian T
Series 63, Series 65
Marinette, WI
Ausdal Financial Partners, Inc.
Brian Tupper in Marinette, WI, brings 29 years of experience and holds Series 63 and 65 credentials, supporting retirement plans for business owners and business exit strategies. His firm, Ausdal Financial Partners, manages over $2 billion in assets and offers flexible fee structures including flat fees, which may appeal to clients seeking tailored retirement income planning with pension integration expertise.
Experience: 30 years
Avg account: $220,873
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