Top financial advisors in Onalaska, 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 rely on a public pension, planning your retirement income carefully is key to making the most of your benefits. A common mistake is not coordinating your pension with other income sources, which can lead to unexpected tax bills or cash flow gaps.
- Pension integration expertise. Ask how they balance your public pension with Social Security and other income to avoid surprises.
- Tax impact awareness. Confirm they understand how pension income affects your tax bracket and Medicare premiums.
- Withdrawal sequencing. Inquire about their approach to drawing down accounts alongside your pension to stretch your savings.
- Benefit timing strategies. See if they help decide when to start pension or Social Security benefits for maximum lifetime income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy B
Series 66
Holmen, WI
Thrivent Investment Management
Timothy Bramlett in Onalaska, WI, may assist government workers with public pensions by leveraging Thrivent Investment Management's dedicated planning services that include goal-based analyses and written recommendations. Unlike smaller firms, Thrivent's large-firm resources support combining planning with managed-account programs under consolidated billing, which can help coordinate pension income with other financial strategies effectively.
Experience: 2 years
Avg account: $162,801
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Mark B
ChFC®, Series 63, Series 66
Onalaska, WI
Interactive Financial Advisors
Mark Bertrang in Onalaska, WI, offers extensive experience with 38 years in the industry and holds the ChFC® designation, making him well-equipped to address retirement income planning for government employees with public pensions. His firm, Interactive Financial Advisors, uses model-based strategies with ETFs and mutual funds, and offers flexible fee options including flat fees and hourly consulting, distinguishing him from others by combining seasoned expertise with adaptable service structures.
Experience: 38 years
Avg account: $183,947
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Clifford W
ChFC®, Series 66
Onalaska, WI
Cetera
Clifford Warden in Onalaska, WI, brings 27 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, which can support careful retirement income planning for public pension recipients. His affiliation with Cetera, a large firm offering diverse portfolio management and fiduciary solutions, along with flat-fee and hourly consulting options, distinguishes him from other advisors in the area.
Experience: 27 years
Avg account: $306,089
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Benjamin K
CFP®
Columbus, OH
Mercer Global Advisors Inc.
Benjamin Kautz, a CFP® with 15 years of experience in Onalaska, WI, offers expertise in retirement plans for business owners and concentrated stock management, which can support complex pension integration and income planning. Working at Mercer Global Advisors, a large firm known for globally diversified portfolios and tax management, he serves high-net-worth clients with a flat-fee structure, distinguishing him from advisors with smaller practices or different fee models.
Experience: 16 years
Avg account: $2,214,259
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Todd A
Series 63, Series 65
Onalaska, WI
Equitable Advisors
Todd Anderson's 34 years of experience and expertise in retirement income strategy and Social Security optimization make him well-suited to help government workers in Onalaska, WI coordinate their public pensions with other income sources. As a seasoned advisor at Equitable Advisors, a large firm serving high-net-worth clients, he offers flexible fee structures and a hybrid advisory-brokerage model that can accommodate diverse financial planning needs.
Experience: 35 years
Avg account: $570,841
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