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Financial planning in Mequon, WI

5 advisers in Mequon offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 5

Denali 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 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 reported