Top financial advisors in Sparta, 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 Sparta, WI, planning for retirement means considering your public pension benefits 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 consequences or income gaps.
- Pension integration expertise. Confirm how the advisor accounts for your public pension when creating your retirement income plan.
- Tax impact awareness. Ask how they manage taxes on combined pension and Social Security income to avoid surprises.
- Income sequencing strategy. Look for guidance on the order to draw from pensions, Social Security, and savings to maximize your retirement funds.
- Longevity risk planning. Ensure they consider how long your pension and other income need to last, especially given government worker retirement benefits.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Kenji C
CFP®, Series 65
Bangor, WI
Creative Planning
Kenji Callahan offers expertise in retirement income strategy and tax-loss harvesting, which can help government workers in Sparta, WI, integrate their public pensions with other income sources effectively. Based in nearby Bangor, WI, he operates within Creative Planning, a large firm managing $217 billion in assets, and provides flat-fee financial planning tailored to high-net-worth clients, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 4 years
Avg account: $2,113,277
-
Katie F
Series 66
Bangor, WI
Ameriprise
Katie Feist specializes in retirement income strategy and Social Security optimization, making her well-suited to help government workers in Sparta, WI, plan for retirement income that integrates public pensions. Working with Ameriprise, a large firm offering comprehensive retirement-income planning and tax-efficiency analysis, she provides tailored strategies for clients approaching retirement with significant investable assets, supported by a 0.15% AUM fee structure.
Experience: 2 years
Avg account: $471,167
-
Heidi L
Series 66
Sparta, WI
Edward Jones
Heidi Lydon at Edward Jones in Sparta, WI, specializes in retirement income strategy and estate planning, which supports managing public pension benefits alongside other income sources. With nine years of experience and a Series 66 designation, she operates within a large firm offering diverse investment strategies and charges up to 1.35% annually, providing a broad resource network compared to smaller practices.
Experience: 9 years
Avg account: $246,728
-
Brandon C
Series 66
Cashton, WI
Cetera
Brandon Corcoran's experience with retirement plans for business owners and tax-loss harvesting suits government workers in Sparta, WI, seeking to integrate pensions with other income sources. Operating from Cashton, WI, he offers flat-fee financial planning through Cetera, a large firm known for combining retirement and institutional fiduciary services, which may provide broader portfolio management options compared to smaller firms.
Experience: 11 years
Avg account: $306,089
-
John B
Series 63, Series 66
Sparta, WI
Thrivent Investment Management
John Budin in Sparta, WI, brings 27 years of experience and works with Thrivent Investment Management, a large firm offering Dedicated Planning Services that integrate planning with managed accounts. His expertise includes business ownership considerations, which may complement retirement planning for government workers by addressing complex income sources. Unlike smaller firms, Thrivent provides holistic, goal-based planning without discretionary trading authority, supporting a consolidated billing approach through WealthPlan.
Experience: 28 years
Avg account: $162,801
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Sparta, WI
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")