Top advisors in Wisconsin
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 a financial advisor in Wisconsin because you're navigating complex financial decisions unique to your life stage or wealth level. Choosing an advisor who doesn't understand local economic factors or your specific financial context can lead to missed opportunities or costly mistakes.
- Local market insight. Wisconsin's economy and tax environment differ from other states; ask how advisors tailor strategies to these specifics.
- Experience with wealth levels. High-net-worth clients have distinct planning needs; confirm how advisors address wealth preservation and growth.
- Fee structure clarity. Flat-fee advisors offer predictable costs; understand how this impacts the services you receive.
- Firm size implications. Large-firm advisors may have more resources, but smaller or independent advisors might offer more personalized attention.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kayla W
Series 63, Series 65
Madison, WI
Primerica Advisors
Kayla Wheeler offers financial advisory services in Wisconsin with a focus on ESG investing, tax-loss harvesting, and income planning, which can address diverse financial needs in the state. Working at Primerica Advisors, a large firm with a tiered wrap-fee structure and discretionary asset management, she brings a model-driven approach and access to third-party asset managers, differentiating her from advisors with smaller firm resources or different fee models.
Experience: 2 years
Avg account: $228,117
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Thomas P
Series 65
Brookfield, WI
Annex Wealth Management, LLC
Thomas Phillipsen at Annex Wealth Management offers expertise in wealth management, options and derivatives strategies, and retirement income planning, which suits high-net-worth clients in Wisconsin seeking tailored financial strategies. His firm manages over $8 billion with a team-oriented investment approach and provides flat-fee consulting starting at $1,000, distinguishing it from others by combining substantial resources with personalized, independent advisory services.
Experience: 0 years
Avg account: $1,117,200
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Erkki P
Series 63, Series 65
Ann Arbor, MI
Concorde Asset Management, LLC
Erkki Peippo's 23 years of experience and expertise in retirement income strategy, wealth management, and tax-loss harvesting equip him to address complex financial needs relevant to Wisconsin clients. Operating independently with a flat-fee structure, he offers personalized attention through Concorde Asset Management's model-based portfolio approach, serving diverse clients including business owners and retirees, which distinguishes him from advisors tied to larger firms or different fee models.
Experience: 23 years
Avg account: $160,496
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Kristine I
Series 63, Series 65
Chicago, IL
Morgan Stanley
Kristine Iverson's 31 years of experience and expertise in general estate planning guidance equip her to address complex financial decisions relevant to Wisconsin clients, despite her Chicago location. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, she offers structured investment approaches and firm-approved financial planning tools, which may provide more extensive resources compared to smaller local advisors.
Experience: 31 years
Avg account: $670,481
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Roland S
Series 63, Series 65
Olympia Fields, IL
Valic Financial Advisors
Roland Szilard's 28 years of experience and expertise in ESG investing, tax-loss harvesting, and retirement income strategy equip him to address complex financial needs relevant to Wisconsin clients. Operating within Valic Financial Advisors, a large firm with over 1,200 advisors, he offers flat-fee and hourly financial planning options, providing flexibility compared to other advisors who may have different fee structures or firm sizes.
Experience: 28 years
Avg account: $99,681
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