Top financial advisors in Racine, 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 seek a financial advisor in Racine, WI if you're navigating retirement with a public pension or managing government benefits. A common pitfall is overlooking how these pensions interact with other income sources, which can affect your tax situation and cash flow.
- Public pension insight. Confirm the advisor understands your specific pension plan and how it fits into your overall retirement income.
- Retirement income sequencing. Ask how they plan withdrawals to minimize taxes and maximize your pension benefits.
- Government benefits coordination. Ensure they consider Social Security and Medicare timing alongside your pension to avoid costly mistakes.
- Local market knowledge. Advisors familiar with Racine's economic environment can better tailor investment and spending strategies to your needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy C
Series 63, Series 65
Racine, WI
LPL Financial
Timothy Cerny offers extensive experience in wealth management and retirement plans, making him well-suited for clients in Racine, WI navigating retirement with public pensions. His affiliation with LPL Financial, a large firm providing diverse investment solutions, combined with flat-fee financial planning and a background as a founder and retired professional, distinguishes him from other advisors in the area.
Experience: 34 years
Avg account: $399,489
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Arthur R
CFP®, Series 63
Racine, WI
Landaas & Company
Arthur Rothschild offers 34 years of experience in wealth management and active portfolio management, making him well-equipped to address retirement income sequencing and public pension considerations in Racine, WI. His firm combines investment advisory, broker-dealer, and insurance services, providing a comprehensive approach with a 1.00% AUM fee and hourly consulting options, distinguishing him from advisors with narrower service scopes.
Experience: 35 years
Avg account: $1,064,782
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Dustin R
Series 66
Racine, WI
Cetera
Dustin Rakowiecki in Racine, WI, offers expertise in wealth management and retirement plans for business owners, which suits those approaching retirement with complex income sources like public pensions. Operating within Cetera, a large firm, he provides flexible flat-fee and hourly consulting options, differentiating him from advisors with standard AUM fees and focusing on clients such as founders and executives.
Experience: 0 years
Avg account: $306,089
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Justus M
CFP®, Series 65
Racine, WI
Financial Justus
Justus Morgan offers expertise in retirement and income planning, with 22 years of experience and CFP® certification, making him well-equipped to address public pension and government benefit coordination in Racine, WI. His firm uses a long-term, portfolio-based investment approach with low-cost mutual funds and ETFs, serving high-net-worth clients with a flat annual fee, distinguishing him from advisors with different fee structures or client focuses.
Experience: 23 years
Avg account: $2,418,596
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Joseph H
CFP®, Series 66, Series 65
Racine, WI
Empower Advisory Group
Joseph Herron in Racine, WI, offers expertise in retirement income strategy and Social Security optimization, crucial for managing public pensions and government benefits. With 19 years of experience and CFP® certification, he provides flat-fee financial planning through Empower Advisory Group, a large firm serving employer-sponsored retirement plans, which may offer more structured support compared to smaller local advisors.
Experience: 19 years
Avg account: $565,063
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