Top financial advisors in Menomonie, 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 work in government and are planning your retirement, you likely face unique challenges balancing your public pension with other income sources. A common mistake is not integrating your pension benefits fully into your overall retirement plan, which can lead to unexpected shortfalls.
- Pension integration expertise. Confirm how the advisor incorporates your public pension into your broader retirement income strategy.
- Retirement timing insights. Ask how they evaluate the best age to start pension benefits alongside Social Security and other income.
- Tax impact awareness. Ensure they consider how pension income affects your tax situation and Medicare premiums.
- Longevity planning. Discuss how they plan for income that lasts through potentially long retirements, especially with public pensions involved.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeffrey K
Series 63
Menomonie, WI
Ameriprise
Jeffrey Krumenauer specializes in retirement income strategy and Social Security optimization, making him well-suited to address the complexities of integrating public pensions into retirement plans for those approaching retirement in Menomonie, WI. With over 34 years of experience at Ameriprise, a large firm offering tax-smart withdrawal strategies and detailed income planning reports, he provides a seasoned approach with a competitive 0.15% AUM fee.
Experience: 35 years
Avg account: $471,167
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Jacob C
Series 66
Menomonie, WI
OSAIC
Jacob Cimino, based in Menomonie, WI, offers flat-fee financial planning and consulting services through Osaic Wealth Inc., a large firm managing around $200 billion in assets. His firm uses a comprehensive investment process with risk tolerance assessments and portfolio optimization, which may support integrating public pensions into retirement plans. Unlike some advisors, Jacob's background includes long-term local experience and a Series 66 license, providing a blend of firm resources and personal insight.
Experience: 1 year
Avg account: $398,336
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Paul D
Series 63, Series 65
Menomonie, WI
Thrivent Investment Management
Paul Dean in Menomonie, WI, offers 12 years of experience and holds Series 63 and 65 credentials, working with Thrivent Investment Management, a large firm known for holistic, goal-based planning and managed-account services. His background in business ownership considerations and access to Dedicated Planning Services may provide comprehensive support for integrating public pensions into retirement strategies.
Experience: 12 years
Avg account: $162,801
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Michael B
CFP®, Series 63
Menomonie, WI
Edward Jones
Michael Braatz, a CFP® with 21 years of experience at Edward Jones in Menomonie, WI, offers wealth management services that can address the complexities of integrating public pensions into retirement plans. Edward Jones's large firm resources and tax-efficient strategies, combined with Michael's expertise in multi-generational wealth transfer and tax-loss harvesting, provide a comprehensive approach compared to smaller or less specialized advisors.
Experience: 21 years
Avg account: $246,728
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Kyle T
Series 63, Series 65
Menomonie, WI
LPL Financial
Kyle Thorpe in Menomonie, WI, offers expertise in wealth management and retirement plans for business owners, which can support integrating public pensions into broader retirement strategies. Affiliated with LPL Financial, a large firm providing diverse investment solutions and research support, he offers flat-fee financial planning and has 13 years of industry experience, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 13 years
Avg account: $399,489
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