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.

Wisconsin Wealth Advisors provides investment management and financial consulting to individuals, including high-net-worth clients, and to qualified retirement plans. Services include discretionary and non-discretionary portfolio management, ERISA plan advisory (including limited-scope 3(21) fiduciary services), and comprehensive planning work covering cash flow, retirement projections, tax planning, and estate reviews. The firm builds client portfolios around documented goals, time horizons, and risk tolerances, using both fundamental and technical analysis and a mix of long‑ and short‑term strategies; accounts are reviewed at least quarterly with attention to rebalancing and tax‑loss harvesting. Clients execute an Investment Advisory Agreement and may grant or retain trading discretion, and the firm directs trading and reporting through a designated custodian (AXOS Advisors Services). A notable difference from most peers is that several supervised persons maintain outside roles as registered representatives of a broker‑dealer and as insurance agents, which can generate commission‑based compensation; the firm discloses these conflicts and describes mitigation through disclosures, fiduciary obligations, and internal controls. The adviser also reports affiliated tax‑preparation and other non‑advisory businesses among supervised persons and potential receipt of custodial soft‑dollar benefits—operational aspects prospective clients may wish to consider when evaluating the firm.

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.