Advisers in Altoona, WI

3 advisers in Altoona — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bernicke Wealth Management1565 Bluestem Blvd. · Altoona, WI 54720 · (715) 832-1173 · Financial planningCRD 335431 · % of assets, Fixed fees · $887.4 million AUMSEC registeredNo commissions reported Jansen Wealth Management LLC1476 Blazing Star Blvd, Ste 3 · Altoona, WI 54720 · (715) 481-0499 · % of assets managedCRD 317824 · % of assets · $132.3 million AUMSEC registeredNo commissions reported Orgel Wealth Management, LLC2420 Rivers Edge Drive · Altoona, WI 54720 · (715) 835-6525 · Financial planningCRD 168219 · % of assets, Fixed fees · $9.5 billion AUMSEC registeredNo commissions reported

Talking to advisers in Altoona? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.