Top financial advisors in Oshkosh, 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're a government worker in Oshkosh, WI, planning for retirement means considering your public pension alongside other income sources. A common mistake is overlooking how your pension interacts with Social Security and personal savings, which can lead to unexpected tax bills or income gaps.
- Pension integration. Ask how they coordinate your public pension with Social Security benefits and other retirement income.
- Tax impact awareness. Confirm they understand Wisconsin's tax rules on pension income to avoid surprises.
- Income sequencing. Inquire about strategies for drawing down accounts in a way that maximizes your overall retirement income.
- Long-term planning. Look for advisors who consider how your pension benefits may change over time and plan accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Vincent M
ChFC®, Series 63
Oshkosh, WI
Edward Jones
Vincent Moore's 23 years of experience and ChFC® designation equip him to address retirement planning complexities for government workers in Oshkosh, including pension integration and tax considerations. Affiliated with Edward Jones, a large full-service firm, he offers a broad range of advisory programs and investment strategies, which may provide more extensive resources compared to smaller local advisors.
Experience: 23 years
Avg account: $246,728
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Tom R
Series 66
Oshkosh, WI
Cetera
Tom Rothe in Oshkosh, WI, brings 24 years of experience and a Series 66 designation, specializing in wealth management and retirement plans for business owners, which can help integrate public pensions with other retirement income. His flat-fee structure and affiliation with Cetera, a large firm offering diverse portfolio management and fiduciary services, distinguish him from other advisors in the area.
Experience: 24 years
Avg account: $306,089
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Debra A
Series 65, Series 63
Oshkosh, WI
Great Lakes Financial Strategies, LLC
Debra Allison Aasby in Oshkosh, WI, offers expertise in general retirement planning and cash flow management, which can help government workers integrate their public pensions with other income sources. Her firm provides flat-fee and project-based financial planning, serving individuals and small businesses with a focus on non-discretionary investment management and personalized strategies.
Experience: 14 years
Avg account: $286,706
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Paul B
Series 66
Oshkosh, WI
Independent Financial Group, LLC
Paul Behnke in Oshkosh, WI, offers 24 years of experience and expertise in wealth management, active portfolio management, and retirement plans for business owners, which can support government workers integrating pensions with other income. His firm, Independent Financial Group, LLC, is a large dual-registered broker-dealer and SEC-registered adviser providing flat-fee financial planning and discretionary account management, distinguishing him from advisors with different fee structures or smaller firms.
Experience: 24 years
Avg account: $474,424
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Cynthia K
Series 66
Oshkosh, WI
LPL Financial
Cynthia Kuettner in Oshkosh, WI, offers expertise in wealth management and retirement plans, which can help government workers integrate their public pensions with other income sources. With 22 years of experience at LPL Financial, a large firm, she provides flat-fee financial planning and consulting, distinguishing her approach from hourly fee structures and smaller firms.
Experience: 22 years
Avg account: $399,489
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