Advisers in West Bend, WI

5 advisers in West Bend — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (4)Flat / fixed fees (4)

All advisers

Capital Wealth Advisors, LTD.1755 W. Paradise Dr. · West Bend, WI 53095 · (262) 306-0066 · Hourly feesCRD 155263 · % of assets, Hourly charges, Fixed fees · $126.1 million AUMSEC registeredNo commissions reported Client First Investment Management LLC215 N. Main Street, Suite 1040 · West Bend, WI 53095 · (262) 335-1700 · Financial planningCRD 282600 · % of assets, Hourly charges, Fixed fees · $271.9 million AUMSEC registeredNo commissions reported Cwp Private Wealth Management1755 W. Paradise Dr. · West Bend, WI 53095 · (262) 226-2729 · Financial planningCRD 281520 · % of assets, Hourly charges, Fixed fees · $276.1 million AUMSEC registeredNo commissions reported Kdhh Investments LLC627 Elm Street · West Bend, WI 53095 · (262) 334-1015 · % of assets managedCRD 110358 · % of assets · $3.0 million AUMState registeredNo commissions reported Larson Wealth Management, LLC1755 West Paradise Drive · West Bend, WI 53095 · (262) 353-9700 · Financial planningCRD 168272 · % of assets, Hourly charges, Fixed fees · $59.2 million AUMState registeredNo commissions reported

Talking to advisers in West Bend? 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.