Top financial 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.
Choosing the right financial advisor in Wisconsin means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone experienced with government pensions might be a better fit if you’re a public worker.
- Fee model fit. Understand how the advisor charges—flat fees, hourly rates, or a percentage of assets can affect your costs and incentives.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if needed.
- In-person vs. remote. Decide if you prefer face-to-face meetings or are comfortable working with someone virtually.
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 expertise in sustainable investing, tax-loss harvesting, and income planning, which suits clients seeking these specific financial strategies in Wisconsin. Working with Primerica Advisors, a large firm providing discretionary asset management and model-delivery strategies, she operates on a tiered wrap-fee basis with a 1.74% fee, differentiating her from advisors with smaller firms or different fee structures.
Experience: 2 years
Avg account: $228,117
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Thomas P
Series 65
Brookfield, WI
Annex Wealth Management, LLC
Thomas Phillipsen specializes in wealth management and retirement income strategies, making him well-suited for clients seeking comprehensive financial planning in Wisconsin. Operating within Annex Wealth Management, a firm managing over $8 billion with a team-based investment approach, he offers flat-fee consulting starting at $1,000 and serves high-net-worth individuals, distinguishing him from advisors with different fee models or client focuses.
Experience: 0 years
Avg account: $1,117,200
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Jeffrey S
Series 63, Series 65
Mequon, WI
Charles Schwab
Jeffrey Schnoor's 34 years of experience and expertise in private and alternative investments, real estate investing, and multi-state taxation make him well-equipped to serve clients in Wisconsin seeking comprehensive financial advice. Operating within Charles Schwab, a large firm known for serving high-net-worth individuals with a 0.80% annual AUM fee, he offers both discretionary and non-discretionary investment guidance, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 34 years
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Jonathan S
Series 65
Stevens Point, WI
Summit Financial, LLC
Jonathan Steffen's expertise in tax-loss harvesting, private investments, and business exit strategies suits clients seeking comprehensive wealth management in Wisconsin. His flat-fee, independent advisory model at Summit Financial, LLC, combined with a decade of experience and a Series 65 designation, offers a transparent fee structure and personalized service compared to advisors with asset-based fees or less diverse firm capabilities.
Experience: 11 years
Avg account: $1,318,898
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Andrew R
Series 63, Series 65
Wauwatosa, WI
Packerland Brokerage Services, Inc.
Andrew Richman specializes in retirement income strategy and options & derivatives, making him well-suited for clients seeking wealth management in Wisconsin. With 28 years of experience and a flat-fee structure ranging from $500 to $10,000, he offers independent advice through Packerland Brokerage Services, which manages over $900 million in assets and serves diverse client types including individuals and retirement plan sponsors.
Experience: 29 years
Avg account: $277,427
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