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Advisers in Mequon, WI

10 advisers in Mequon — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (4)Flat / fixed fees (5)Retirement plan consulting (5)

All advisers

Beadell a D Investment Counsel INC10224 N Port Washington Road · Mequon, WI 53092 · (262) 241-0331 · % of assets managedCRD 106946 · % of assets · $250.0 million AUMSEC registeredNo commissions reportedBruce Wood Capital, LLC11518 N Port Washington Road, Suite 1 · Mequon, WI 53092 · (414) 666-8102 · Flat / fixed feesCRD 331360 · % of assets, Fixed fees, Performance-based fees · $14.7 million AUMState registeredNo commissions reportedChristiansen Asset Management LLC1001 W Glen Oaks Ln, Ste 108 · Mequon, WI 53092 · (262) 302-1133 · % of assets managedCRD 111280 · % of assets · $5.4 million AUMState registeredNo commissions reportedDenali Wealth Management, INC.1325 W Towne Square Road · Mequon, WI 53092 · (414) 978-0020 · Financial planningCRD 153323 · % of assets, Fixed fees · $226.1 million AUMSEC registeredNo commissions reportedDiversified Capital Wealth Management, LLC11512 N. Port Washington Rd, Ste 101c · Mequon, WI 53092 · (414) 688-7547 · Financial planningCRD 168428 · % of assets, Hourly charges · $20.0 million AUMState registeredNo commissions reportedReinhart Partners, LLC11090 N. Weston Drive · Mequon, WI 53092 · (262) 241-2020 · % of assets managedCRD 106432 · % of assets, Performance-based fees · $2.5 billion AUMSEC registeredNo commissions reportedRichmond Investment Services LLC7702 W Mequon Rd · Mequon, WI 53097 · (262) 242-4200 · Financial planningCRD 327451 · % of assets, Hourly charges, Fixed fees · $453.2 million AUMSEC registeredNo commissions reportedSpectrum Investment Advisors, INC.6329 West Mequon Road · Mequon, WI 53092 · (262) 238-4010 · Financial planningCRD 108669 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedSummit Financial Management LLC1001 W. Glen Oaks Lane, Suite 205 · Mequon, WI 53092 · (262) 236-5090 · Financial planningCRD 285353 · % of assets, Hourly charges, Fixed fees · $65.0 million AUMState registeredNo commissions reportedThe Kieckhefer Group1323 W. Towne Square Road · Mequon, WI 53092 · (414) 704-3826 · % of assets managedCRD 331128 · % of assets · $240.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Mequon? 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.