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Wisconsin Financial Counselors

 
   

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This web page lists financial counselors in the State of Wisconsin.  Before visiting any of these Wisconsin financial counselors, be sure to verify their address, hours of operation, and appointment policies (if applicable).  A financial counselor may have ceased operations or moved to a different address, and business hours can sometimes vary seasonally and during holiday periods.  So a quick phone call can often save you time and aggravation.

Related directory pages are highlighted below the Wisconsin financial counselor listings on this page.  Links to Financial Counselor directory pages for adjacent States are provided at the bottom of the page.  Wisconsin directory and map page links are also included there.


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Acc-U-Rite Tax & Financial Service
Milwaukee, Wisconsin 53220
1-414-541-4900
www.acc-u-rite.com
Located in Milwaukee County
  • Accountants
  • Accounting and Tax Consultants
  • Accounting, Auditing and Bookkeeping Services
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services
  • Tax Return Preparation

Advisors Management Group
La Crosse, Wisconsin 54601
1-608-782-0200
www.advisorsmanagement.com
Located in La Crosse County
  • Accountants
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing
  • Tax Return Preparation

Affinity Asset Management
Eau Claire, Wisconsin 54701
1-715-835-5044
www.affinityassetmanagement.com
Located in Eau Claire County
  • Counseling Services
  • Financial Counselors
  • Financing

Alt Financial Service
Janesville, Wisconsin 53546
1-608-756-5919
www.alttax.net
Located in Rock County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing
  • Investment Advisory Services
  • Tax Return Preparation

Ameriprise Financial
Green Bay, Wisconsin 54304
1-920-499-9400
www.rick4money.com
Located in Brown County
  • Attorneys
  • Estate Planning and Administration Attorneys
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services

Andrews De Martino Wealth
Fond Du Lac, Wisconsin 54937
1-920-923-3400
andrewsdemartino.com
Located in Fond Du Lac County
  • Counseling Services
  • Financial Counselors
  • Financing

Arnow & Associate
Milwaukee, Wisconsin 53217
1-414-964-4000
arnow.com
Located in Milwaukee County
  • Counseling Services
  • Financial Counselors
  • Financing
  • Health Care Management Consultants
  • Management Consultants

Bankingmyway.com LLC
Fort Atkinson, Wisconsin 53538
1-920-568-9564
bankingmyway.com
Located in Jefferson County
  • Counseling Services
  • Financial Counselors
  • Financing

Bernicke & Associates Limited
Eau Claire, Wisconsin 54701
1-715-832-1173
bernicke.com
Located in Eau Claire County
  • Accountants
  • Certified Public Accountants
  • Financial Counselors
  • Financial Services
  • Investment Securities
  • Investment Services
  • Investments
  • Personal Financial Services
  • Public Accountants

Brost Financial Service
Bruce, Wisconsin 54819
1-715-868-4900
www.brostfinancial.com
Located in Rusk County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing

Burkart-Heisdorf Insurance Inc
Sheboygan, Wisconsin 53081
1-920-458-6174
www.burkart-heisdorf.com
Located in Sheboygan County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Health Care Plans
  • Health Insurance
  • Insurance
  • Personal Financial Services

Capital Financial Group LLC
Waukesha, Wisconsin 53186
1-262-798-1160
www.dongrosscfg.com
Located in Waukesha County
  • Attorneys
  • Estate Planning and Administration Attorneys
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance
  • Personal Financial Services

Catholic Financial Life
Fond Du Lac, Wisconsin 54935
1-920-922-1900
www.catholicfinanciallife.org
Located in Fond Du Lac County
  • Counseling Services
  • Financial Counselors
  • Financing
  • Social and Human Services Organizations

Chad Karl & Associate
Janesville, Wisconsin 53545
1-608-758-2222
www.chadkarl.com
Located in Rock County
  • Counseling Services
  • Financial Counselors
  • Financing
  • Insurance

Chortek & Gottschalk LLP
Waukesha, Wisconsin 53188
1-262-363-2930
www.c-gcpa.com
Located in Waukesha County
  • Accountants
  • Accounting, Auditing and Bookkeeping Services
  • Financial Counselors
  • Financial Services
  • Personal Financial Services
  • Tax Return Preparation

Custer Financial Service
Madison, Wisconsin 53711
1-608-238-8388
www.custerfinancialservices.com
Located in Dane County
  • Counseling Services
  • Financial Counselors
  • Financing

Diversified Management Inc
Milwaukee, Wisconsin 53217
1-414-540-2383
diversifiedmanagement.com
Located in Milwaukee County
  • Financial Counselors
  • Financial Services
  • Personal Financial Services

Equable Enterprises Inc
Milwaukee, Wisconsin 53226
1-414-475-0350
www.equityent.com
Located in Milwaukee County
  • Financial Counselors
  • Financial Services
  • Personal Financial Services

Equisource Corporation
Madison, Wisconsin 53719
1-608-833-6050
healthchoice.com
Located in Dane County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance
  • Personal Financial Services

Feucht Financial Group LLC
Fond Du Lac, Wisconsin 54937
1-920-921-6288
www.feuchtfinancial.com
Located in Fond Du Lac County
  • Accountants
  • Accounting, Auditing and Bookkeeping Services
  • Financial Counselors
  • Financial Services
  • Investment Securities
  • Investments
  • Personal Financial Services
  • Tax Return Preparation

Filbrandt & CO Inc
Middleton, Wisconsin 53562
1-608-836-3600
www.filbrandtco.com
Located in Dane County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Personal Financial Services

Financial Focus Inc
Milwaukee, Wisconsin 53226
1-414-476-2222
financialfocus.biz
Located in Milwaukee County
  • Counseling Services
  • Financial Counselors
  • Financing

Financial Group
Sheboygan, Wisconsin 53081
1-920-451-6800
www.tfgplan.com
Located in Sheboygan County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing
  • Investment Securities
  • Stock and Bond Brokers

Financial Planning Service
Madison, Wisconsin 53719
1-608-276-9691
www.financialwealthmgmt.com
Located in Dane County
  • Financial Counselors
  • Financial Services
  • Personal Financial Services

Financial Service Group Inc
Racine, Wisconsin 53406
1-262-554-4500
toyourwealth.com
Located in Racine County
  • Attorneys
  • Estate Planning and Administration Attorneys
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services

Franke Weisbrod & Turnbull CPA's
La Crosse, Wisconsin 54601
1-608-784-1890
www.fwtcpa.com
Located in La Crosse County
  • Accountants
  • Accounting, Auditing and Bookkeeping Services
  • Certified Public Accountants
  • Financial Counselors
  • Financial Services
  • Personal Financial Services
  • Public Accountants
  • Tax Return Preparation

Gilbertson Financial
Eau Claire, Wisconsin 54701
1-715-832-6201
gilfi.com
Located in Eau Claire County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services

Harbor Wealth Management LLC
Green Bay, Wisconsin 54303
1-920-434-5310
www.harbor-wealth.com
Located in Brown County
  • Counseling Services
  • Financial Counselors
  • Financing

Harbour Investments
Madison, Wisconsin 53719
1-608-274-7744
www.harbourinv.com
Located in Dane County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services

Hermening Financial Group LLC
Wausau, Wisconsin 54403
1-715-842-1916
www.hermeningfinancialgroup.com
Located in Marathon County
  • Financial Counselors
  • Financial Services
  • Insurance
  • Investment Securities
  • Investment Services
  • Investments
  • Personal Financial Services
  • Stock and Bond Brokers

Hogan Financial MGMT
Milwaukee, Wisconsin 53217
1-414-352-9111
hoganfinancial.com
Located in Milwaukee County
  • Financial Counselors
  • Financial Services
  • Personal Financial Services

HUHN Wessel & CO
Sheboygan, Wisconsin 53081
1-920-458-0158
www.huhnwessel.com
Located in Sheboygan County
  • Counseling Services
  • Financial Counselors
  • Financing

Huth Advisory Group LLC
Appleton, Wisconsin 54913
1-920-882-9400
www.huthadvisorygroup.com
Located in Outagamie County
  • Attorneys
  • Estate Planning and Administration Attorneys
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services

Integrated College
Pewaukee, Wisconsin 53072
1-262-574-9242
integratedcollegeplanning.com
Located in Waukesha County
  • Counseling Services
  • Financial Counselors
  • Financing

Integrity Wealth Management
Waukesha, Wisconsin 53186
1-262-754-6777
www.integrityrps.com
Located in Waukesha County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Personal Financial Services

Integrity Wealth Management
Waukesha, Wisconsin 53186
1-262-754-6777
integritywm.com
Located in Waukesha County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing
  • Investment Advisory Services

Investment Designers Inc
Appleton, Wisconsin 54913
1-920-738-3244
www.investmentdesigners.com
Located in Outagamie County
  • Attorneys
  • Estate Planning and Administration Attorneys
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Services
  • Personal Financial Services
  • Stock and Bond Brokers

Investment Planners Inc
Neenah, Wisconsin 54956
1-920-886-1300
ipistrategies.com
Located in Winnebago County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing

J Just Investments
Oconto Falls, Wisconsin 54154
1-920-846-3846
jjustinvestments.com
Located in Oconto County
  • Counseling Services
  • Financial Counselors
  • Financing

J Poels Financial
Madison, Wisconsin 53718
1-608-442-5900
www.jpfinancial.net
Located in Dane County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Home Care Services
  • Maids and Butlers
  • Personal Financial Services

Klauke Financial & Insurance
Onalaska, Wisconsin 54650
1-608-782-1642
klaukefinancial.com
Located in La Crosse County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance
  • Personal Financial Services

Laura Mossakowski LLC
Green Bay, Wisconsin 54311
1-920-321-0327
lauramossakowski.com
Located in Brown County
  • Counseling Services
  • Financial Counselors
  • Financing

Liberty Financial Group
Elm Grove, Wisconsin 53122
1-262-785-1377
www.libertyfinancialgroup.com
Located in Waukesha County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Advisory Services
  • Investment Services
  • Personal Financial Services

Ligman & Wille LLC - Ron Ligman Cpa
Stevens Point, Wisconsin 54481
1-715-341-3232
ligmanwille.com
Located in Portage County
  • Accountants
  • Certified Public Accountants
  • Counseling Services
  • Financial Counselors
  • Financing
  • Payroll and Payroll Tax Preparation Services
  • Tax Return Preparation

Marketplace Financial Group
Neenah, Wisconsin 54956
1-920-886-0220
www.marketplacefinancialgroup.com
Located in Winnebago County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services

MC Kinley Money LLC
Eau Claire, Wisconsin 54701
1-715-835-2732
www.mckinleymoney.com
Located in Eau Claire County
  • Counseling Services
  • Financial Counselors
  • Financing
  • Investment Management

Milwaukee Area WRKFRC Investment BD
Milwaukee, Wisconsin 53210
1-414-270-1700
milwaukeewib.org
Located in Milwaukee County
  • Counseling Services
  • Employment Training Services
  • Financial Counselors
  • Financing

Nagel Wealth MGMT
Mequon, Wisconsin 53092
1-262-478-3000
nagelwealth.com
Located in Ozaukee County
  • Counseling Services
  • Financial Counselors
  • Financing

Nelson Financial
Brookfield, Wisconsin 53005
1-262-814-1000
www.nelsonfinancialgroup.com
Located in Waukesha County
  • Counseling Services
  • Electronic Commerce
  • Financial Counselors
  • Financing
  • Stock and Bond Brokers

Otto Kerntke Mc Glone Wealth
Appleton, Wisconsin 54913
1-920-733-3865
www.onekom.com
Located in Outagamie County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services

P A Berg Retirement Solutions
Brookfield, Wisconsin 53005
1-262-786-8600
www.paberg.com
Located in Waukesha County
  • Counseling Services
  • Financial Counselors
  • Financing

Planners Group
Milwaukee, Wisconsin 53220
1-414-282-8100
www.theplannersgroup.com
Located in Milwaukee County
  • Attorneys
  • Estate Planning and Administration Attorneys
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance
  • Personal Financial Services

Precision Retirement Group
Chippewa Falls, Wisconsin 54729
1-715-726-0331
prginfo.net
Located in Chippewa County
  • Counseling Services
  • Financial Counselors
  • Financing

Provident Financial Consltnts
Oshkosh, Wisconsin 54904
1-920-230-6898
www.providentfc.com
Located in Winnebago County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Securities
  • Investments
  • Personal Financial Services
  • Retirement Planning Consultants and Services

Retirement Planning Solutions
Middleton, Wisconsin 53562
1-608-831-9788
www.retirementplanningsolutions.us
Located in Dane County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services

Review Services
Brookfield, Wisconsin 53005
1-262-784-9690
www.reviewservicesinc.com
Located in Waukesha County
  • Counseling Services
  • Financial Counselors
  • Financing

RMR Financial Advisors LLC
Madison, Wisconsin 53719
1-608-275-3442
www.enrichpartners.com
Located in Dane County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing
  • Investment Advisory Services

Savaglia Investments & Planning
Oak Creek, Wisconsin 53154
1-414-768-1984
savaglia.com
Located in Milwaukee County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Personal Financial Services

Sheehy Financial LLC
West Bend, Wisconsin 53095
1-262-335-1700
www.sheehyfinancial.com
Located in Washington County
  • Counseling Services
  • Financial Counselors
  • Financing
  • Loan and Financing Services

Skye Financial Service Inc
Delafield, Wisconsin 53018
1-262-646-5448
skyefinancialservice.com
Located in Waukesha County
  • Counseling Services
  • Financial Counselors
  • Financing

Trinity Financial Planning
Middleton, Wisconsin 53562
1-608-831-0510
trinfin.com
Located in Dane County
  • Counseling Services
  • Financial Counselors
  • Financing

Veltus Financial Service LLC
Racine, Wisconsin 53406
1-262-619-3178
veltusinsurance.com
Located in Racine County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance
  • Personal Financial Services

Verus Investment Advisory GRP
Appleton, Wisconsin 54913
1-920-735-9800
verusiag.com
Located in Outagamie County
  • Financial Counselors
  • Financial Services
  • Investment Advisory Services
  • Retirement Planning Consultants and Services
  • Stock and Bond Brokers

Vestura LLC
Green Bay, Wisconsin 54301
1-920-430-3775
www.vestura.net
Located in Brown County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing

Vision Financial Service LLC
Grafton, Wisconsin 53024
1-262-375-8371
www.vfs1.com
Located in Ozaukee County
  • Counseling Services
  • Financial Counselors
  • Financing

Voyager Capital Management
Lake Geneva, Wisconsin 53147
1-262-348-9981
www.voyagercapitalmanagement.com
Located in Walworth County
  • Counseling Services
  • Financial Counselors
  • Financial Services
  • Financing
  • Investment Advisory Services

Wealth Abundance
Menasha, Wisconsin 54952
1-920-202-3765
www.wealthabundance.com
Located in Winnebago County
  • Counseling Services
  • Financial Counselors
  • Financing
  • Investment Advisory Services

Weber Financial Service
Green Bay, Wisconsin 54313
1-920-432-2320
weberwealth.com
Located in Brown County
  • Counseling Services
  • Financial Counselors
  • Financing

Welshire Capital
Onalaska, Wisconsin 54650
1-608-783-0003
www.welshirecapital.com
Located in La Crosse County
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Investment Securities
  • Investment Services
  • Investments
  • Personal Financial Services

Woodmen Financial Resources
Green Bay, Wisconsin 54304
1-920-499-8833
woodmenfinancialwi.com
Located in Brown County
  • Attorneys
  • Estate Planning and Administration Attorneys
  • Financial Counselors
  • Financial Planning Consultants and Services
  • Financial Services
  • Insurance
  • Personal Financial Services

Woodmen Financial Resources
Green Bay, Wisconsin 54304
1-920-499-8833
www.woodmenfinancial.org
Located in Brown County
  • Counseling Services
  • Estate Planning and Administration
  • Financial Counselors
  • Financing

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71 financial counselors listed in Wisconsin.
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Wisconsin Financial Counselors