Top financial advisors in Wausau, 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 Wausau, WI, planning for retirement means considering your public pension 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 bills or income gaps.
- Pension integration expertise. Ask how they coordinate your public pension with Social Security benefits and other retirement income.
- Tax impact awareness. Confirm they understand Wisconsin's tax rules affecting pension and retirement withdrawals.
- Income sequencing strategy. Look for advisors who plan the order of withdrawals to minimize taxes and maximize income longevity.
- Public sector experience. Inquire about their familiarity with government employee benefits and retirement systems specific to Wisconsin.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Zachary K
Series 65
Wausau, WI
Buska Wealth Management, LLC
Zachary Kyhos in Wausau, WI, offers expertise in general retirement planning and tax strategies, which can help government workers integrate their public pensions with other income sources. His firm uses a co-advisor investment approach and charges a negotiable flat fee for financial planning, distinguishing him from others by combining personalized planning with a collaborative investment strategy.
Experience: 10 years
Avg account: $317,272
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Kimberly G
Series 66
Wausau, WI
LPL Financial
Kimberly Garski in Wausau, WI, offers retirement planning expertise with a focus on wealth management and tax-loss harvesting, which can help integrate public pensions with other income sources. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and serves diverse clients, including business owners and retirees, distinguishing her through a broad service approach and a Series 66 designation despite her relatively recent industry experience.
Experience: 2 years
Avg account: $399,489
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Steven S
Series 63, Series 65
Wausau, WI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Steven Story's 31 years of experience and expertise in retirement income strategy and Social Security optimization make him well-suited for government workers in Wausau planning retirement with public pensions. Operating within a large firm offering an open-architecture platform, he provides flat-fee and negotiated advisory services, catering to established professionals and leveraging a mix of fee-based and commission-based options.
Experience: 31 years
Avg account: $410,135
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Amanda M
CFP®, Series 65
Wausau, WI
Creative Planning
Amanda Molin in Wausau, WI, offers expertise in retirement income strategy and tax-loss harvesting, which can help government workers integrate their public pensions with other income sources effectively. Working with Creative Planning, a large firm managing $217 billion in assets, she provides flat-fee financial planning and serves high-net-worth clients, distinguishing her with a comprehensive, planning-led investment approach.
Experience: 9 years
Avg account: $2,113,277
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Dan A
Series 63, Series 66
Wausau, WI
Ameriprise
Dan Augustine specializes in retirement income strategy and Social Security optimization, making him well-suited for government workers in Wausau, WI, planning their retirement income. With 21 years of experience and a large-firm background at Ameriprise, he offers tax-smart withdrawal strategies and written recommendation reports, differentiating him through a structured, research-driven approach and a 0.15% AUM fee.
Experience: 21 years
Avg account: $471,167
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