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Financial Advisors in Sun Prairie, WI

How to choose a financial advisor in Sun Prairie

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.

Kristi Berg

Financial Advisor

Ameriprise Financial Services, Llc

Sun Prairie, WI

ProfileNo contact yet

Andrew Eyers

Financial Advisor

State Farm Investment Management Corp.

Sun Prairie, WI

ProfileNo contact yet

Eric Ludwig

Financial Advisor

Stockbridge Private Wealth Management, Llc

Sun Prairie, WI

ProfileNo contact yet

Thomas Ludwig

Financial Advisor

Stockbridge Private Wealth Management, Llc

Sun Prairie, WI

ProfileNo contact yet

Luke Deprey

Financial Advisor

Packerland Brokerage Services, Inc.

Sun Prairie, WI

ProfileNo contact yet
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