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Financial planning in West Bend, WI

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

All 3

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 reportedCwp 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 reportedLarson 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