Top financial advisors in Milwaukee, 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 Milwaukee if you're navigating retirement with a public pension or managing complex investment decisions. A common pitfall is overlooking how your pension interacts with other income sources, which can affect your tax situation and cash flow.
- Pension integration expertise. Confirm how they incorporate public pension benefits into your overall retirement plan.
- Tax-aware withdrawal strategies. Ask how they plan distributions to minimize taxes while maintaining your lifestyle.
- Investment alignment. Look for advisors who adjust portfolios considering your pension's risk and return profile.
- Experience with local regulations. Milwaukee advisors should understand Wisconsin's specific retirement and tax rules affecting your finances.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Randy P
Series 63, Series 65
Wauwatosa, WI
J.P. Morgan Securities
Randy Potter's 25 years of experience at J.P. Morgan Securities equip him to handle complex retirement planning in the Milwaukee area, including integrating public pensions and managing tax-aware withdrawal strategies. His affiliation with a large firm offering institutional consulting and customized performance reporting distinguishes him from others by providing access to extensive resources and sophisticated investment management.
Experience: 25 years
Avg account: $318,381
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Zachary H
CFP®, Series 65
Wauwatosa, WI
Perk Planning
Zachary Hidden offers expertise in cash flow, budgeting, and general retirement planning, which can help integrate public pension benefits into your retirement strategy in Milwaukee. His firm, Perk Planning, uses a passive, long-term investment approach with flat-fee and hourly pricing, catering to individuals and high-net-worth clients, distinguishing him from advisors focused on ongoing portfolio management.
Experience: 9 years
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David M
Series 66
Wauwatosa, WI
Robert Baird & Co.
David Manke offers expertise in wealth management and tax-loss harvesting, which can help integrate public pension benefits into a comprehensive retirement plan. Based in Wauwatosa, WI, he works with Robert Baird & Co., a large firm providing flat-fee options and tailored portfolio management, serving a diverse client base including individuals and charitable organizations.
Experience: 11 years
Avg account: $713,008
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John D
Series 63
Wauwatosa, WI
Kestra Advisory
John Dodds brings 43 years of experience and a Series 63 designation, serving clients from Wauwatosa near Milwaukee. His expertise includes retirement plans for business owners and business exit strategies, supported by Kestra Advisory's large-firm resources and fiduciary consulting. Unlike some advisors, he offers flexible fee structures including flat fees and hourly rates, catering to diverse client needs.
Experience: 44 years
Avg account: $618,892
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John P
CFP®, Series 66
Wauwatosa, WI
LPL Financial
John Pelletier, based near Milwaukee in Wauwatosa, offers 20 years of experience and is CFP®-certified, making him well-equipped to address retirement planning complexities including tax-aware strategies and pension integration. Affiliated with LPL Financial, a large firm known for diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and high-net-worth households, distinguishing him from advisors with narrower focuses.
Experience: 23 years
Avg account: $399,489
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