Advisers in Kenosha, WI

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

All advisers

Jordan Financial Life Planning6123 Green Bay Rd, Suite 200 · Kenosha, WI 53142 · (262) 656-1141 · Financial planningCRD 146633 · % of assets, Hourly charges, Fixed fees · $107.1 million AUMSEC registeredNo commissions reported Prophet Wealth Management708 57th Street · Kenosha, WI 53140 · (262) 657-5555 · Financial planningCRD 113481 · % of assets, Hourly charges · $80.4 million AUMState registeredNo commissions reported Rwh Asset Management6230 10th Street · Kenosha, WI 53144 · (262) 308-2920 · Financial planningCRD 168983 · % of assets · $1.0 million AUMState registeredNo commissions reported

Talking to advisers in Kenosha? 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.