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Financial Advisors in West Bend, WI

How to choose a financial advisor in West Bend

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.

James Matheson

Financial Advisor

Stifel, Nicolaus & Company, Incorporated

West Bend, WI

ProfileNo contact yet

Mark Hamm

Financial Advisor

Stifel, Nicolaus & Company, Incorporated

West Bend, WI

ProfileNo contact yet

Ian Casey

Financial Advisor

ROBERT W. BAIRD & CO. INCORPORATED

West Bend, WI

ProfileNo contact yet

Cade Miskimen

Financial Advisor

Client First Investment Management Llc

West Bend, WI

ProfileNo contact yet

Daniel Kern

Financial Advisor

Robert W. Baird & Co. Incorporated

West Bend, WI

ProfileNo contact yet

Ian Mcmillan

Financial Advisor

Client First Investment Management Llc

West Bend, WI

ProfileNo contact yet

William Taylor

Financial Advisor

Wells Fargo Advisors Financial Network, Llc

West Bend, WI

ProfileNo contact yet

Logan Draeger

Financial Advisor

Client First Investment Management Llc

West Bend, WI

ProfileNo contact yet
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