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Financial Advisors in Pewaukee, WI

How to choose a financial advisor in Pewaukee

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.

Mark Smith

Financial Advisor

Park Avenue Securities Llc

Pewaukee, WI

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Ryan Rink

Financial Advisor

Shakespeare Wealth Management, Llc

Pewaukee, WI

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Thomas Teister

Financial Advisor

Cambridge Investment Research Advisors, Inc.

Pewaukee, WI

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Jason Groff

Financial Advisor

Allstate Financial Services, Llc

Pewaukee, WI

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Andrea Bulen

Financial Advisor

Shakespeare Wealth Management, Llc

Pewaukee, WI

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John Maresh

Financial Advisor

Lasalle Investment Advisors, Inc.

Pewaukee, WI

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