Top financial advisors in Rice Lake, 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 financial future in Rice Lake, WI, especially if you're a government worker relying on a public pension. A common mistake is not integrating your pension benefits with other retirement income sources, which can lead to unexpected shortfalls.
- Pension integration expertise. Ask how they combine your public pension with Social Security and personal savings to create a reliable income plan.
- Retirement timing strategies. Confirm if they help you decide the best age to claim benefits to maximize your overall retirement income.
- Risk management for retirees. Check how they balance investment growth with protecting your savings from market downturns during retirement.
- Experience with local benefits. Inquire about their knowledge of Wisconsin-specific retirement rules and how those affect your planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edward W
Series 66
Rice Lake, WI
Edward Jones
Edward Widiker's 14 years of experience and Series 66 license position him well to assist Rice Lake retirees, including government workers, with integrating pensions and managing retirement income. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers wealth management services with a fee structure up to 1.35% annually, distinguishing him through access to extensive resources and multi-generational wealth transfer expertise.
Experience: 14 years
Avg account: $246,728
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Stephen B
CFP®, ChFC®, Series 63, Series 65
Rice Lake, WI
Cetera
Stephen Bowman in Rice Lake, WI, offers expertise in wealth management and retirement plans for business owners, supported by 24 years of experience and CFP® and ChFC® certifications. His affiliation with Cetera provides access to a large firm's resources, including discretionary portfolio management and fiduciary solutions, with flexible flat-fee and hourly consulting options that may suit clients seeking personalized financial planning.
Experience: 25 years
Avg account: $306,089
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Russell L
Series 66
Rice Lake, WI
Thrivent Investment Management
Russell Lapoint in Rice Lake, WI, brings 18 years of experience and a Series 66 designation, working with Thrivent Investment Management, a large firm offering dedicated planning services that integrate managed-account programs. His background in business ownership and community involvement may provide valuable insights for government workers seeking to integrate public pensions with other retirement income sources.
Experience: 18 years
Avg account: $162,801
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Brandon O
Series 63, Series 65
Rice Lake, WI
LPL Financial
Brandon Olson in Rice Lake, WI, offers 19 years of experience and specializes in wealth management and retirement plans for business owners, which can help integrate public pensions with other retirement income sources. His flat-fee structure at LPL Financial, a large firm with extensive investment solutions, distinguishes him from others by providing transparent pricing and access to broad advisory resources.
Experience: 19 years
Avg account: $399,489
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Kirk B
CFP®, Series 63
Rice Lake, WI
Ameriprise
Kirk Brettingen specializes in retirement income strategy and Social Security optimization, making him well-suited to help government workers in Rice Lake, WI integrate public pensions with other income sources. With 29 years of experience at Ameriprise, a large firm known for research-driven, tax-efficient planning, he offers a disciplined approach supported by algorithmic tools and a centralized consulting team, differentiating him from advisors with less firm support or experience.
Experience: 29 years
Avg account: $471,167
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