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Financial Advisors in Stevens Point, WI

How to choose a financial advisor in Stevens Point

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.

Colin Martin

Financial Advisor

Sentry Equity Services, Inc.

Stevens Point, WI

ProfileNo contact yet

Hailey Zick

Financial Advisor

Sentry Equity Services, Inc.

Stevens Point, WI

ProfileNo contact yet

Ka Yi Li

Financial Advisor

Sentry Equity Services, Inc.

Stevens Point, WI

ProfileNo contact yet

Robert Berg

Financial Advisor

HARBOUR INVESTMENTS, INC.

Stevens Point, WI

ProfileNo contact yet

Sandra Abel

Financial Advisor

Thrivent Investment Management Inc.

Stevens Point, WI

ProfileNo contact yet

Tracie Mindel

Financial Advisor

Northwestern Mutual Investment Services, Llc

Stevens Point, WI

ProfileNo contact yet

Raymond Cal

Financial Advisor

PRINCIPAL SECURITIES, INC.

Stevens Point, WI

ProfileNo contact yet

Brian Cahal

Financial Advisor

Sentry Equity Services, Inc.

Stevens Point, WI

ProfileNo contact yet

Evelyn Reed

Financial Advisor

U.S. Bancorp Advisors, Llc

Stevens Point, WI

ProfileNo contact yet

Cara Stern

Financial Advisor

J.P. Morgan Securities Llc

Stevens Point, WI

ProfileNo contact yet

Holly Beauvais

Financial Advisor

Northwestern Mutual Investment Services, Llc

Stevens Point, WI

ProfileNo contact yet
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