Advisers in Milwaukee, WI
40 advisers in Milwaukee — 40 registered with SEC or state. Alphabetical. We do not rate or rank advisers.
Financial planning (17)Hourly fees (8)Flat / fixed fees (17)% of assets managed (38)Retirement plan consulting (5)
Featured spots in Milwaukee, WI are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Milwaukee, WI — flat monthly price, no per-lead fees.See pricing
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1492 Capital Management, LLCSEC registeredNo commissions reported1834 Investment Advisors CO.SEC registeredNo commissions reportedAffiliated Financial Advisors INCSEC registeredNo commissions reportedAllison & Company Financial Counselors, LLCState registeredNo commissions reportedAlpha Investment Consulting Group, LLCSEC registeredNo commissions reportedArcataur Capital Management LLCSEC registeredNo commissions reportedArtisan Partners Limited PartnershipSEC registeredNo commissions reportedAurea Investments LLCState registeredNo commissions reportedBlack Maple Capital Management LPSEC registeredNo commissions reportedCampbell Newman Asset Management INCSEC registeredNo commissions reported
Capital Investment Services of America INCSEC registeredNo commissions reportedCoveredbridgeState registeredNo commissions reportedDiversified Management INCSEC registeredNo commissions reportedFiduciary Management, INC.SEC registeredNo commissions reportedFriedlander & CO INCSEC registeredNo commissions reportedGeneva Capital Management LLCSEC registeredNo commissions reportedGlobal Value Investment CorporationSEC registeredNo commissions reportedHeartland Advisors, INC.SEC registeredNo commissions reportedHilltop Financial AdvisorsState registeredNo commissions reportedJohnson Wealth INC.SEC registeredNo commissions reportedKademian Financial Group INCState registeredNo commissions reportedKlcm Advisors, INC.SEC registeredNo commissions reportedKorbitz Financial Planning LLCState registeredNo commissions reportedMarietta Investment Partners, LLCSEC registeredNo commissions reportedMilborn Advisors, LTDSEC registeredNo commissions reportedMorgan Dempsey Capital Management LLCSEC registeredNo commissions reportedNational Investment Services of America, LLCSEC registeredNo commissions reportedNicholas CO INCSEC registeredNo commissions reportedOarsman Capital, INCSEC registeredNo commissions reportedOperose Advisors LLCSEC registeredNo commissions reportedRiverwater Partners LLCSEC registeredNo commissions reportedSignificance Capital Management LLCSEC registeredNo commissions reportedSimplicity Financial, LLCState registeredNo commissions reportedSims Capital Management LLCSEC registeredNo commissions reportedSkylands Capital, LLCSEC registeredNo commissions reportedThe Milwealth Group, LLCSEC registeredNo commissions reportedTidal Investments LLCSEC registeredNo commissions reportedTranscend Advisor Group, LLCSEC registeredNo commissions reportedUniplan Investment Counsel, INC.SEC registeredNo commissions reportedWarden Wealth Management, LLCState registeredNo commissions reported
Talking to advisers in Milwaukee? 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.