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Financial Advisors in Brookfield, WI

How to choose a financial advisor in Brookfield

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Carl Holzem

Financial Advisor

Annex Wealth Management, Llc

Brookfield, WI

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Ryan Komas

Financial Advisor

Annex Wealth Management, Llc

Brookfield, WI

ProfileNo contact yet

James Eberle

Financial Advisor

Stifel, Nicolaus & Company, Incorporated

Brookfield, WI

ProfileNo contact yet

Gary Mou

Financial Advisor

Transamerica Financial Advisors, Llc

Brookfield, WI

ProfileNo contact yet

Sarah Kyle

Financial Advisor

Annex Wealth Management, Llc

Brookfield, WI

ProfileNo contact yet
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