A complete list of active advisors currently associated with Road Maps Financial Group, LLC

Warmer can help you find a great advisor at Road Maps Financial Group, LLC or one who fits your needs even better.

Road Maps Financial Group, LLC (doing business as The Wisconsin Retirement Group) provides portfolio management and financial planning to individual and high‑net‑worth clients. As a single‑advisor firm it manages roughly $3.9 million for 18 clients and generally applies a $100,000 account minimum that may be waived. The firm creates an Investment Policy Statement for each client and offers ongoing discretionary portfolio supervision using long‑term trading strategies and a mix of charting, fundamental, technical, and cyclical analysis. Portfolios may include mutual funds, equities, bonds, ETFs, REITs, third‑party managers, and insurance products (including annuities); the firm may also refer clients to third‑party advisors and receive solicitor or fee‑sharing compensation, and client accounts are reviewed at least quarterly. The firm’s principal maintains an active law practice and is a licensed insurance agent, and the brochure discloses that commissionable insurance products may be offered to clients and that fee‑sharing arrangements with third‑party advisers may occur. That combination of legal services, insurance licensure, and advisor fee‑sharing is uncommon among independent advisory firms and is identified in the brochure as a potential conflict of interest the firm states it manages while acting in clients’ best interests.

To learn more about the advisors currently working at Road Maps Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.