Top financial advisors in Marshfield, 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 seek a financial advisor in Marshfield, WI, if you're navigating retirement with a public pension or managing government worker benefits. Without expertise in these areas, advisors can overlook how your pension impacts your overall retirement income and tax situation.
- Public pension insight. Confirm the advisor understands how your pension integrates with Social Security and other income sources.
- Retirement income sequencing. Ask how they plan withdrawals to optimize taxes and cash flow alongside your pension.
- Government benefits coordination. Ensure they consider unique government worker benefits and their effect on your financial plan.
- Local market familiarity. Advisors aware of Marshfield's economic environment can better tailor investment and planning advice to your needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Randy G
Series 63
Marshfield, WI
Edward Jones
Randy Gershman offers extensive expertise in retirement income strategy and general retirement planning, making him well-suited for clients in Marshfield, WI managing public pensions and government benefits. With over 38 years at Edward Jones, a large firm managing $1.01 trillion in assets, he provides seasoned guidance with a fee structure up to 1.35% annually, catering especially to medical professionals and values-based investors.
Experience: 39 years
Avg account: $246,728
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Patrick G
CFP®, ChFC®, Series 63
Marshfield, WI
Retirement Wealth Solutions LLC
Patrick Gall's expertise in retirement income strategy and annuities suits those managing public pensions and government benefits in Marshfield, WI. His 19 years of experience, CFP® and ChFC® credentials, and flat-fee planning options at Retirement Wealth Solutions LLC, which manages $227 million with a tax-aware investment approach, distinguish him from other local advisors.
Experience: 20 years
Avg account: $1,204,047
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Travis B
CFP®, Series 65
Marshfield, WI
Cambridge Investment Research Advisors
Travis Brock's 17 years of experience and CFP® certification equip him to address retirement income strategies, including managing public pensions and annuities, relevant to Marshfield, WI residents. His affiliation with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, supports diverse client needs including retirement plans for business owners, distinguishing him from advisors with narrower focuses.
Experience: 17 years
Avg account: $378,281
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Samuel H
Series 63, Series 65
Middleton, WI
Fidelity
Samuel Hinson in Marshfield, WI, offers financial advice through Fidelity, a large firm known for combining fundamental research and quantitative analysis in portfolio management. With expertise in charitable giving and active portfolio management, he brings a data-driven approach despite being early in his advisory career, differentiating him from advisors with longer tenure but less firm-level analytical resources.
Experience: 1 year
Avg account: $234,793
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Christopher F
Series 66
Marshfield, WI
LPL Financial
Christopher Fredrick offers 17 years of experience in wealth management and retirement plans, making him well-suited to address retirement income sequencing and tax considerations for Marshfield clients. Affiliated with LPL Financial, a large firm providing diverse advisory services and flat-fee financial planning, he brings access to in-house research and flexible portfolio management, distinguishing him from advisors with smaller firm resources or different fee structures.
Experience: 17 years
Avg account: $399,489
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