Top financial advisors in Wisconsin Rapids, 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 Wisconsin Rapids, planning for retirement means considering your public pension alongside other income sources. Without an advisor familiar with these pensions, you might miss how they affect your overall retirement income and tax situation.
- Public pension integration. Confirm how the advisor incorporates your pension benefits into your retirement plan, not just your personal savings.
- Tax impact awareness. Ask how they manage tax implications of pension income combined with Social Security and withdrawals.
- Income sequencing. A good advisor plans the order of income sources to optimize your cash flow and minimize taxes.
- Longevity planning. Ensure they consider your pension's role in providing steady income throughout retirement, not just short-term needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel G
Series 63, Series 66
Wisconsin Rapids, WI
OSAIC
Daniel Guck's 25 years of experience and Series 63 and 66 licenses position him well to address retirement planning needs in Wisconsin Rapids, including public pension integration and tax impact awareness. His affiliation with Osaic Wealth, a large firm offering flat-fee structures and diverse investment options, differentiates him by providing access to institutional resources and comprehensive portfolio management.
Experience: 25 years
Avg account: $398,336
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Joel S
Series 63, Series 65
Wisconsin Rapids, WI
Sullivan Investment Management LLC
Joel Sullivan in Wisconsin Rapids offers 23 years of experience with expertise in income planning and active portfolio management, which is crucial for integrating public pensions into retirement strategies. His firm serves a diverse client base including high-net-worth individuals and institutional investors, providing discretionary portfolio management with a blend of fundamental and technical research, setting him apart with a comprehensive investment approach and a fee structure starting at 0.8% AUM.
Experience: 23 years
Avg account: $740,397
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Scott P
Series 63
Wisconsin Rapids, WI
Harbour Investments, Inc.
Scott Paterick in Wisconsin Rapids offers over 33 years of experience and a Series 63 designation, working with Harbour Investments to provide flat-fee financial planning and investment advisory services. His firm uses both fundamental and technical analysis and serves diverse clients, including retirement plans, which may help integrate public pensions into retirement income strategies effectively.
Experience: 33 years
Avg account: $309,963
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Shanon M
Series 63
Wisc Rapids, WI
Ameriprise
Shanon Moon specializes in retirement income strategy and Social Security optimization, making her well-suited to address the complexities of public pension integration and tax impacts for government workers in Wisconsin Rapids. With 28 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she provides tax-efficient retirement planning with a 0.15% AUM fee, distinguishing her through seasoned expertise and access to institutional resources.
Experience: 28 years
Avg account: $471,167
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Todd C
Series 63, Series 66
Wisconsin Rapids, WI
Buena Vista Investment Management LLC
Todd Cour's 24 years of experience and Series 63 and 66 licenses equip him to integrate public pension benefits into retirement plans effectively in Wisconsin Rapids. His firm offers flat-fee and negotiable financial planning fees, serving individuals and high-net-worth clients with customized portfolios and discretionary management, distinguishing him from advisors with less flexible fee structures or narrower client focuses.
Experience: 24 years
Avg account: $334,354
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