Browse all Seasoned advisors in Wisconsin

Every advisor below is licensed to work with clients in Wisconsin. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Wisconsin advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,374
Retired	1,744
Wealth management	1,507
Tax-loss harvesting	1,369
Executive	1,178
Retirement plans for business owners (SEP, solo 401k)	840
Retirement income strategy	769
College savings (529s, UTMA, etc.)	512
Approaching retirement	508
Annuities	486
General retirement planning	449
Income planning	441
Active portfolio management	409
Options & derivatives strategies	361
Private / alternative investments	308
HENRY (High Earners, Not Rich Yet)	281
Social Security optimization	279
ESG / Sustainable investing	275
General estate planning guidance	262
Business exit / sale strategy	249
Cash flow / budgeting	237
Retirement withdrawal strategies	222
Charitable giving & philanthropy	215
Concentrated stock management	191
Passive / index investing	190
Mid-Career Professionals	161
Self-Employed	141
Business ownership considerations	139
Multi-generational wealth transfer	123
Business succession planning	114
Financial Professional	103
Equity compensation tax strategy	95
Divorce financial planning	85
Real estate investing	51
General tax planning	49
Planning for children with special needs	47
Factor investing / smart beta	43
Married/Couples/Partners	27
Attorney	26
Established Professionals	25
Tax strategies for small businesses	25
Long-term care insurance	20
Women Professionals	16
Debt management	15
Life insurance needs analysis	13
Business sale tax planning	8
Doctor or Medical Professional	6
Family Business	6
Early retirement planning	5
Charitable giving tax strategies	4
Disability insurance	4
Religious/faith focused	4
Stock option exercise strategy	3

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