A complete list of active advisors currently associated with Wisconsin Wealth Advisors, LLC

Warmer can help you find a great advisor at Wisconsin Wealth Advisors, LLC or one who fits your needs even better.

The firm provides investment management and financial planning primarily to individuals (including high‑net‑worth clients), as well as pension and profit‑sharing plans, trusts, and businesses. Services include discretionary asset management, 401(k)/403(b) participant consulting, ERISA plan services (including the option to act as a 3(38) investment manager), ongoing and limited financial planning, and educational seminars. Investment programs are implemented on a discretionary basis with client objectives and risk tolerances documented in an Investment Policy Statement; the firm uses fundamental, technical, and cyclical analysis and may engage sub‑advisors to manage portions of client assets. Accounts are reviewed at least semi‑annually and more frequently as needed, and planning engagements are offered on fixed‑fee or hourly bases while portfolio management is billed as a percentage of assets under management. Notable distinctions in the brochure include an explicit fee‑only model that disclaims sales of insurance or commissioned products and states the firm has no representatives registered with a broker‑dealer or receipt of external compensation. The firm also highlights specialized ERISA 3(38) plan services and a documented succession arrangement with another advisory firm, which are less common among peers.

To learn more about the advisors currently working at Wisconsin Wealth Advisors, 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.