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Financial Advisors in Oshkosh, WI

How to choose a financial advisor in Oshkosh

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.

Jody Schroeder

Financial Advisor

Northwestern Mutual Investment Services, Llc

Oshkosh, WI

ProfileNo contact yet

Robert Maki

Financial Advisor

Bankers Life Advisory Services, Inc.

Oshkosh, WI

ProfileNo contact yet

Phoebe Rupnow

Financial Advisor

Northwestern Mutual Investment Services, Llc

Oshkosh, WI

ProfileNo contact yet

Paul Behnke

Financial Advisor

Independent Financial Group, Llc

Oshkosh, WI

ProfileNo contact yet

Tom Rothe

Financial Advisor

Cetera Investment Advisers Llc

Oshkosh, WI

ProfileNo contact yet
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