Top financial advisors in Waukesha, 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 are planning your retirement, you likely face unique challenges due to strong public pension systems in Wisconsin. Without an advisor familiar with these pensions, you might miss opportunities to coordinate your benefits with other income sources effectively.
- Pension integration expertise. Confirm how the advisor plans around your public pension to optimize your overall retirement income.
- Benefit timing strategies. Ask about their approach to deciding when to claim pensions and Social Security for maximum advantage.
- Tax impact awareness. Ensure they understand how pension income affects your tax situation and can help minimize unnecessary taxes.
- Long-term income planning. Look for advisors who model your retirement cash flow over many years, not just immediate needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Erik S
Series 63, Series 65
Waukesha, WI
Independent Financial partners
Erik Swenson's extensive 46 years of experience and expertise in retirement income strategy make him well-equipped to address the unique challenges faced by government workers in Waukesha, WI, especially regarding pension integration and tax impact. His affiliation with Independent Financial Partners, a large firm offering both decentralized and centralized asset management, combined with a flexible fee structure including flat fees, distinguishes him from other advisors in the area.
Experience: 46 years
Avg account: $225,569
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Jordan H
Series 66
Waukesha, WI
LPL Financial
Jordan Hopp in Waukesha, WI, offers expertise in wealth management and retirement plans for business owners, which can be valuable for government employees planning retirement with complex pension considerations. His affiliation with LPL Financial, a large firm providing diverse investment solutions, and his flat-fee financial planning options distinguish him from other advisors who may have different fee structures or firm sizes.
Experience: 14 years
Avg account: $399,489
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Kathy L
Series 66
Waukesha, WI
Ameriprise
Kathy Ledvina's 20 years of experience and Series 66 designation equip her to address retirement income strategies and Social Security optimization, crucial for government workers in Waukesha, WI. Affiliated with Ameriprise, a large firm offering tax-efficient retirement planning and a broad range of financial services, she provides non-discretionary advice tailored to clients approaching retirement with significant investable assets.
Experience: 20 years
Avg account: $471,167
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Justin D
Series 65
Waukesha, WI
Domo Capital Management, LLC
Justin Dopierala offers 18 years of experience in Waukesha, WI, managing concentrated stock portfolios with a value-oriented, long-term investment approach. His firm, Domo Capital Management, serves individual and high-net-worth clients with a disciplined research process and a 2.0% annual AUM fee, distinguishing him from others by focusing on strategic cash use and hedging within a small, independent advisory setting.
Experience: 18 years
Avg account: $181,189
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Miracle H
CFP®, Series 63, Series 66
Waukesha, WI
Cetera
Miracle Hexom's 13 years of experience and CFP® certification equip him to address retirement planning challenges for government workers in Waukesha, WI, especially with his expertise in wealth management and retirement plans for business owners. Working at Cetera, a large firm with over 6,800 advisors, he offers flexible fee structures including flat fees and hourly consulting, which may appeal to clients seeking personalized financial planning.
Experience: 13 years
Avg account: $306,089
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