Top financial advisors in Stevens Point, 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 Stevens Point, WI, planning for retirement means considering your public pension benefits carefully. Without an advisor familiar with these systems, you might miss opportunities to optimize your income streams or misunderstand how your pension interacts with other savings.
- Public pension expertise. Confirm the advisor understands Wisconsin's pension rules and how they affect your retirement timing and benefits.
- Retirement income sequencing. Ask how they plan withdrawals to balance pension income with Social Security and personal savings.
- Tax implications. Ensure they consider state and federal taxes on pension income and how to minimize your overall tax burden.
- Benefit coordination. Check if they help integrate your pension with other employer benefits and retirement accounts for a comprehensive plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kathryn J
Series 63
Stevens Point, WI
Ameriprise
Kathryn Jacobs specializes in retirement income strategy and Social Security optimization, making her well-suited to help government workers in Stevens Point, WI, navigate public pension benefits and retirement income sequencing. As a seasoned advisor with 23 years of experience at Ameriprise, a large firm known for tax-efficient retirement planning, she offers a 0.15% AUM fee and integrates comprehensive advisory and insurance solutions.
Experience: 23 years
Avg account: $471,167
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Benjamin P
Series 65, Series 63
Stevens Point, WI
Chicago Capital Management Advisors, LLC
Benjamin Pfiffner's expertise in retirement income strategy and wealth management suits government workers in Stevens Point, WI, navigating public pension benefits. His firm offers discretionary portfolio management with a bottoms-up fundamental approach, serving diverse clients including trusts and retirement plans, and charges up to 2.25% AUM fees or hourly rates for planning, distinguishing him with tailored investment models and independent advisory services.
Experience: 10 years
Avg account: $214,907
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Christopher D
Series 66
Stevens Point, WI
Principal Financial Services
Christopher Du Bos, based in Stevens Point, WI, brings 13 years of experience and a Series 66 designation, working with Principal Financial Services, a large firm known for diverse client services including retirement plan consulting. His background as a retired founder and insurance agent specializing in annuities and long-term care adds depth to his approach, complemented by flexible fee options such as hourly and monthly plans, which may suit government workers managing public pensions.
Experience: 13 years
Avg account: $324,050
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Ryan K
ChFC®, Series 63, Series 65
Stevens Point, WI
LPL Financial
Ryan Krueger's 25 years of experience and ChFC® designation equip him to navigate complex retirement planning, including public pension considerations in Stevens Point, WI. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse advisory services, he stands out by combining seasoned expertise with flexible fee structures and comprehensive wealth management options.
Experience: 26 years
Avg account: $399,489
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Lee C
CFP®, ChFC®, Series 63
Stevens Point, WI
OSAIC
Lee Courtright's 55 years of experience and CFP® and ChFC® designations equip him to navigate the complexities of public pension benefits and retirement income sequencing in Stevens Point, WI. Affiliated with OSAIC, a large SEC-registered firm, he offers flat-fee financial planning and specializes in annuities, serving a diverse client base including executives and retirees.
Experience: 55 years
Avg account: $398,336
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