Top financial advisors in Plover, 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 accounting for how your pension interacts with other income sources, which can lead to unexpected tax bills or cash flow gaps.
- Pension integration expertise. Look for advisors who understand how to coordinate your public pension with Social Security and other retirement income.
- Tax impact awareness. Confirm they consider how pension income affects your tax bracket and Medicare premiums.
- Cash flow planning. Ask how they help manage income timing to avoid shortfalls during retirement transitions.
- Benefit maximization. See if they discuss strategies to optimize pension payouts alongside other assets.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Raymond C
Series 63
Stevens Point, WI
Principal Financial Services
Raymond Cal's 21 years of experience at Principal Financial Services equip him to navigate the complexities of integrating public pensions with other retirement income sources, a key need for government workers in Plover, WI. His firm offers diverse advisory programs and access to third-party asset management, while his fee structure includes hourly and monthly options, distinguishing him from advisors with more limited service models.
Experience: 21 years
Avg account: $324,050
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Alexander S
Series 66
Plover, WI
Kerberrose Wealth Management, LLC
Alexander Stecker in Plover, WI, offers expertise in retirement income strategy and tax planning, which is crucial for managing public pensions alongside other income sources. His firm, KerberRose Wealth Management, provides integrated services including investment management and tax planning, with flexible flat-fee arrangements typically ranging from $1,000 to $5,000, distinguishing him from advisors with standard AUM fees.
Experience: 16 years
Avg account: $382,011
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Jeffrey H
CFP®, Series 63
Plover, WI
Edward Jones
Jeffrey Hohn's 31 years of experience and CFP® certification equip him to navigate the complexities of integrating public pensions with other retirement income sources in Plover, WI. His affiliation with Edward Jones, a large full-service wealth management firm, provides access to diverse advisory programs and investment solutions, distinguishing him from advisors at smaller firms or with less extensive networks.
Experience: 32 years
Avg account: $246,728
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Mathew C
Series 66
Plover, WI
Ameriprise
Mathew Colemer specializes in retirement income strategy and Social Security optimization, making him well-suited to help government workers in Plover, WI, integrate their public pensions with other income sources. With 13 years of experience at Ameriprise, a large firm known for tax-efficient retirement planning and a 0.15% AUM fee, he offers personalized, research-driven advice for those approaching retirement.
Experience: 14 years
Avg account: $471,167
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Victor K
Series 65
Plover, WI
Elite Wealth Management, Inc.
Victor Kizewski in Plover, WI, offers retirement planning with a focus on business owners and executives, supported by five years of experience and a Series 65 designation. His firm, Elite Wealth Management, provides flat-fee financial planning and integrates portfolio management with insurance and annuity recommendations, distinguishing him through a comprehensive approach to retirement income and benefit optimization.
Experience: 6 years
Avg account: $185,330
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