Top financial advisors in Platteville, 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 be considering your retirement options or managing a public pension if you work in government roles common in Platteville, WI. Without focused planning, you could miss how your pension interacts with other retirement income, leading to unexpected tax or cash flow issues.
- Pension integration. Confirm how the advisor plans around your public pension benefits alongside Social Security and personal savings.
- Withdrawal sequencing. Ask how they recommend drawing income to minimize taxes and maintain your lifestyle.
- Longevity planning. Ensure they consider your life expectancy and healthcare costs, especially with strong local pension support.
- Tax impact awareness. Check if they account for how pension income affects your tax bracket and Medicare premiums.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Bradley M
CFP®, Series 66
Platteville, WI
Edward Jones
Bradley Mootz in Platteville, WI, offers wealth management expertise with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help integrate public pension benefits with other retirement income. As a CFP®-certified advisor at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs and has 11 years of industry experience, distinguishing him from smaller local advisors.
Experience: 11 years
Avg account: $246,728
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Daniel B
Series 63, Series 65
Platteville, WI
United Advisors America
Daniel Baxter Sr. in Platteville, WI, specializes in retirement income strategy and Social Security optimization, making him well-suited to address pension integration and withdrawal sequencing for public pension holders. His firm, United Advisors America, serves individuals near retirement with a Modern Portfolio Theory-based investment approach and charges a 1.0% annual fee, offering both discretionary portfolio management and complimentary financial planning.
Experience: 10 years
Avg account: $158,957
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Tyler K
Series 63
Platteville, WI
LPL Financial
Tyler Kennicker in Platteville, WI, offers expertise in wealth management and retirement plans for business owners, supported by 18 years of experience and a Series 63 designation. His affiliation with LPL Financial, a large firm providing diverse investment solutions, and his flat-fee financial planning option distinguish him from other advisors in the area.
Experience: 18 years
Avg account: $399,489
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Alyson R
CFP®, Series 66
Platteville, WI
Morgan Stanley
Alyson Reeves in Platteville, WI, offers expertise in general estate planning and holds CFP® and Series 66 credentials, supporting clients with structured financial planning. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, she leverages scenario modeling and extensive industry experience from top firms, providing robust planning tools that may benefit those integrating public pensions and retirement income.
Experience: 9 years
Avg account: $670,481
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Carter K
Series 66
Platteville, WI
Rosemeyer Management Group
Carter Klaas in Platteville, WI, offers expertise in active portfolio management and retirement plans for business owners, which can help integrate public pension benefits with other retirement income. His firm, Rosemeyer Management Group, employs a value-oriented, long-only investment approach and provides flat-fee financial planning, serving individuals and retirement plan sponsors with tailored portfolios.
Experience: 6 years
Avg account: $746,363
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