Top financial advisors in Mount Pleasant, 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 are a government worker in Mount Pleasant, WI, planning for retirement involves navigating strong public pension systems that can affect your income sources. Without an advisor familiar with these pensions, you might misjudge how much to save or when to claim benefits.
- Pension integration expertise. Confirm how the advisor incorporates your public pension into your overall retirement plan, not just your personal savings.
- Benefit timing strategies. Ask about their approach to deciding when to start pension and Social Security benefits to maximize your income.
- Investment alignment. Ensure they adjust your investment plan based on pension income stability and risk tolerance.
- Tax implications. Discuss how they handle tax planning around pension distributions and other retirement income streams.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Skipper R
CFP®, Series 63
Racine, WI
LPL Financial
Skipper Riley's 21 years of experience and CFP® certification equip him to address complex retirement planning needs, including integrating public pensions and optimizing benefit timing. Affiliated with LPL Financial, a large firm offering both advisory and brokerage services, he provides flat-fee financial planning and serves a diverse clientele, which may offer broader perspectives compared to smaller, specialized practices.
Experience: 21 years
Avg account: $399,489
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Gregory J
Series 66
Mount Pleasant, WI
Edward Jones
Gregory Jaeck in Mount Pleasant, WI, offers wealth management with 19 years of experience and a Series 66 designation, suitable for integrating public pensions into retirement plans. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides both discretionary and non-discretionary strategies with a fee up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 19 years
Avg account: $246,728
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James H
CFP®, Series 65
Mount Pleasant, WI
Apollon Wealth Management, LLC
James Hill in Mount Pleasant, WI, offers expertise in retirement plans for business owners and tax-loss harvesting, which can complement public pension planning by addressing tax implications and investment alignment. His flat-fee structure and experience with diverse clients at Apollon Wealth Management, which uses both fundamental and tactical investment approaches, distinguish him from other advisors in the area.
Experience: 3 years
Avg account: $1,342,146
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Kevin P
Series 63, Series 65
Mount Pleasant, WI
OSAIC
Kevin Polheber's 34 years of experience and affiliation with OSAIC equip him to address retirement planning complexities for government workers in Mount Pleasant, WI, including pension integration and benefit timing. His flat-fee structure and work with a large firm offering advanced portfolio optimization distinguish him from others, providing tailored investment alignment and comprehensive consulting services.
Experience: 34 years
Avg account: $398,336
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Chad D
Series 66
Mount Pleasant, WI
Ameriprise
Chad Durfey specializes in retirement income strategy and Social Security optimization, making him well-suited to help government workers in Mount Pleasant, WI, navigate public pension complexities. With 17 years of experience at Ameriprise, a large firm offering tax-efficient withdrawal strategies and a 0.15% AUM fee, he provides personalized, research-driven advice for clients approaching retirement.
Experience: 17 years
Avg account: $471,167
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