Best Financial Planner in Wisconsin
Top Financial Planner Listings in Wisconsin
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Showing 1-50 of 129 Financial Planner listings in Wisconsin · page 1 of 3
#1Jerry Ganz Financial Planning Top-Rated
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- Financial Planner
- Green Bay, Wisconsin
- (920) 498-8100
- jerry.ai
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- Financial Planner
- Milwaukee, Wisconsin
- (262) 522-4040
- creativeplanning.com
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- Financial Planner
- La Crosse, Wisconsin
- (608) 782-0200
- advisorsmanagement.com
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- Financial Planner
- Milwaukee, Wisconsin
- (952) 807-4060
- coveplanning.com
Cove Financial Planning, LLC is a financial planner in Milwaukee, WI. Ben Smith is the founder and a CERTIFIED FINANCIAL PLANNER™ Professional who serves as a fee-only fiduciary. The firm provides comprehensive financial planning and investment management...
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- Financial Planner
- Madison, Wisconsin
- (608) 351-1287
- marinerfinance.com
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- Financial Planner
- Menomonee Falls, Wisconsin
- (262) 293-6166
- lendmarkfinancial.com
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- Financial Planner
- Milwaukee, Wisconsin
- (262) 297-7075
- marinerfinance.com
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- Financial Planner
- Green Bay, Wisconsin
- (920) 617-6830
- macco.group
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- Financial Planner
- Fort Atkinson, Wisconsin
- (920) 563-5872
- brockmannfinancial.com
Brockmann Financial Services is a Financial Planner in Fort Atkinson, WI, located at 904 Madison Ave. Since 1990, the firm has provided comprehensive, customized financial planning strategies based on individual needs and risk tolerance. The team acts as...
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- Financial Planner
- Kenosha, Wisconsin
- (262) 658-4891
- wellsfargo.com
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- Financial Planner
- Beaver Dam, Wisconsin
- (920) 887-8766
- wellsfargo.com
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- Financial Planner
- Howard, Wisconsin
- (920) 434-2192
- advisorsmanagement.com
Advisors Management Group of Howard is a Financial Planner in Howard, WI. The firm provides fiduciary financial planning, investment advisory, tax, accounting, payroll, and business consulting services. It serves individuals, families, and businesses with a...
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 375-2660
- tkomiller.com
TKO Miller Investment Banking is a financial planner in Milwaukee, WI. The firm provides merger and acquisition consulting and financial advisory services for middle market businesses across the United States and Canada. They specialize in working with...
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- Financial Planner
- Waukesha, Wisconsin
- (262) 523-8300
- morganstanley.com
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- Financial Planner
- Madison, Wisconsin
- (608) 218-4646
- lindenwoodfinancial.com
Lindenwood Financial LLC of Madison is a Financial Planner in Madison, WI. The firm provides personalized financial planning, retirement planning, investment management, tax planning, education planning, estate planning, charitable giving, and healthcare...
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- Financial Planner
- Madison, Wisconsin
- (608) 268-5100
- capitalone.com
The Capital Group of Madison: The Capital Group is a Financial Planner in Madison, WI. They offer comprehensive financial planning services to individuals and businesses, specializing in credit cards, checking and savings accounts, auto loans, and business banking solutions. With a...
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- Financial Planner
- Beaver Dam, Wisconsin
- (920) 887-7686
- northwesternmutual.com
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- Financial Planner
- Janesville, Wisconsin
- (608) 314-9260
- northwesternmutual.com
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- Financial Planner
- Germantown, Wisconsin
- (262) 255-1970
- northwesternmutual.com
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 224-9800
- advisor.ml.com
Merrill Lynch Wealth Management of Milwaukee: Merrill Lynch Wealth Management is a financial planner in Milwaukee, WI. They provide comprehensive wealth management services to individuals, families, business owners, executives, and institutions. Their specialties include addressing wealth planning...
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- Financial Planner
- Wauwatosa, Wisconsin
- (414) 778-0509
- edwardjones.com
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- Financial Planner
- Stevens Point, Wisconsin
- (715) 344-3934
- northwesternmutual.com
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- Financial Planner
- Middleton, Wisconsin
- (608) 836-3080
- northwesternmutual.com
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 209-3280
- operoseadvisors.com
Operose Advisors LLC is a financial planner in Milwaukee, WI. The firm delivers customized financial solutions to meet investment advisory, family office, tax, and alternative investment needs. It serves individuals and institutions seeking thoughtful...
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 607-9310
- raymondjames.com
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- Financial Planner
- Ashwaubenon, Wisconsin
- (866) 605-7437
- krausefinancial.com
Krause Financial of Ashwaubenon: Krause Financial is a Financial Planner in Ashwaubenon, WI. This attorney-led firm provides asset preservation solutions for estate planning and elder law attorneys and their clients. The firm specializes in Medicaid Compliant Annuities, long-term care...
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- Financial Planner
- Chippewa Falls, Wisconsin
- (715) 724-2011
- wolftreewealth.com
Wolf Tree Wealth Management is a Financial Planner in Chippewa Falls, WI, providing comprehensive financial planning services to individuals and families as well as business owners. They specialize in retirement planning, paying for college, and legacy...
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- Financial Planner
- Eau Claire, Wisconsin
- (715) 839-6566
- edelmanfinancialengines.com
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- Financial Planner
- Middleton, Wisconsin
- (608) 829-2882
- morganstanley.com
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- Financial Planner
- Janesville, Wisconsin
- (608) 314-9260
- northwesternmutual.com
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- Financial Planner
- Hudson, Wisconsin
- (715) 475-2185
- edelmanfinancialengines.com
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- Financial Planner
- West Bend, Wisconsin
- (262) 429-1555
- augustinefinancial.com
Augustine Financial is a Financial Planner in West Bend, WI. The firm provides holistic financial planning services designed to address the full scope of a client's financial life, from accumulating wealth in the years before retirement to managing the...
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- Financial Planner
- West Bend, Wisconsin
- (262) 338-7770
- thrivent.com
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- Financial Planner
- Janesville, Wisconsin
- (608) 563-2437
- uncommoncentsinvesting.com
Uncommon Cents Investing is a Financial Planner in Janesville, WI, located at 1215 Suffolk Dr #100. The family-owned, multi-generational firm has been helping Rock County residents with their finances for over 30 years. The firm provides fee-only, fiduciary...
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- Financial Planner
- Cedarburg, Wisconsin
- (262) 618-4926
- weirwealthmanagement.com
Weir Wealth Management of Cedarburg is a financial planner in Cedarburg, WI. The firm serves clients by addressing investment, income, and insurance needs through its proprietary COR-4 and W3iR processes. These methods are developed through years of research...
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 434-7510
- bridgewoodcabinetry.com
Bridgewood Advisors is a financial planner in Milwaukee, Wisconsin, serving individuals and families with personalized financial guidance. The firm specializes in retirement planning, investment management, and comprehensive financial strategy, helping...
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- Financial Planner
- Reedsburg, Wisconsin
- (608) 768-8825
- connect.thrivent.com
Covenant Financial Group - Thrivent is a Financial Planner in Reedsburg, WI, located at 2nd St. The firm provides customized, thoughtful financial guidance to people in all life stages, working with clients to develop and execute personalized financial...
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- Financial Planner
- Sheboygan, Wisconsin
- (920) 208-2178
- morganstanley.com
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- Financial Planner
- Green Bay, Wisconsin
- (866) 273-2848
- creativephl.org
Creative Planning of Green Bay: Creative Planning is a Financial Planner in Green Bay, WI. They offer comprehensive financial planning services tailored to meet the diverse needs of their clients, including investment management, retirement planning, and estate planning. With years of...
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- Financial Planner
- Green Bay, Wisconsin
- (920) 343-4540
- rbcroyalbank.com
RBC Wealth Management Branch - Green Bay is a financial planner in Green Bay, WI. The firm provides a variety of personal banking services and products designed to help clients manage finances, invest, and prepare for major life events such as buying a home...
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 207-6473
- simplicityfinancialllc.com
Simplicity Financial, LLC is a financial planner in Milwaukee, WI. They also work with young professionals and small business owners to develop financial roadmaps for goals such as buying a house, retirement planning, or managing a growing family. The firm is...
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- Financial Planner
- Madison, Wisconsin
- (608) 829-6600
- ameriprise.com
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- Financial Planner
- Green Bay, Wisconsin
- (920) 499-8833
- woodmenfinancialresources.com
Woodmen Financial Resources is a financial planner in Green Bay, Wisconsin, serving individuals and families with personalized strategies in retirement planning, estate planning, investing, and insurance services. The firm specializes in helping clients...
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- Financial Planner
- Wauwatosa, Wisconsin
- (414) 390-1492
- broadviewfinancial.com
Broadview Financial Management, LLC is a financial planner in Wauwatosa, WI. The firm provides fee-only financial planning services to a wide spectrum of individuals and families, ranging from those just getting started to high net worth clients. Their...
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- Financial Planner
- Greenfield, Wisconsin
- (414) 329-0030
- moneywiseplanning.com
MoneyWise Planning Group LLC is a Financial Planner in Greenfield, WI, located at 7111 W Edgerton Ave #302. The firm provides retirement income planning, insurance planning, tax planning, estate planning, asset management planning, and college funding...
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- Financial Planner
- Appleton, Wisconsin
- (920) 310-6508
- weyenbergfinancial.com
Weyenberg Financial LLC is a financial planner in Appleton, WI. The firm provides estate and portfolio management services for business owners and high-net-worth individuals throughout the Fox Valley area. Their professional offerings include retirement...
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- Financial Planner
- Allouez, Wisconsin
- (920) 617-6830
- maccofinancial.com
Macco Financial Group, Inc. of Allouez is a Financial Planner in Allouez, WI, located at 1138 Main St. The firm serves near-retirees, wealth builders, and business owners with a team-based approach that aligns goals, investments, taxes, and legacy. Operating...
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- Financial Planner
- Cedarburg, Wisconsin
- (262) 240-1111
- tvgfinancial.com
TVG Financial is a financial planner in Cedarburg, Wisconsin, offering personalized financial planning services tailored to individual clients’ goals, concerns, dreams, and fears. The firm specializes in retirement planning, investment planning, estate...
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- Financial Planner
- Milwaukee, Wisconsin
- (833) 961-7454
- usbank.com
Private Wealth Management | U.S. Bank is a financial planner in Milwaukee, WI. The team provides personalized strategies to help individuals and families reach their financial goals. Their services include wealth planning, investment management, banking...
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- Financial Planner
- Sheboygan, Wisconsin
- (920) 299-4041
- raymondjames.com
Recently Updated Financial Planner in Wisconsin
Business profiles with freshly refreshed About sections.
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- Financial Planner
- Reedsburg, Wisconsin
- (608) 768-8825
- connect.thrivent.com
Covenant Financial Group - Thrivent is a Financial Planner in Reedsburg, WI, located at 2nd St. The firm provides customized, thoughtful financial guidance to people in all life stages, working with clients to develop and execute personalized financial...
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 207-6473
- simplicityfinancialllc.com
Simplicity Financial, LLC is a financial planner in Milwaukee, WI. They also work with young professionals and small business owners to develop financial roadmaps for goals such as buying a house, retirement planning, or managing a growing family. The firm is...
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- Financial Planner
- Greenfield, Wisconsin
- (414) 329-0030
- moneywiseplanning.com
MoneyWise Planning Group LLC is a Financial Planner in Greenfield, WI, located at 7111 W Edgerton Ave #302. The firm provides retirement income planning, insurance planning, tax planning, estate planning, asset management planning, and college funding...
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- Financial Planner
- Elkhorn, Wisconsin
- (866) 765-2423
- chadkarl.com
Chad J. Karl and Associates is a financial planner in Elkhorn, WI, located at W5109 County Rd A. The firm provides retirement planning, insurance, wealth management, investment, estate, and tax planning services for individuals, young professionals, and...
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- Financial Planner
- Allouez, Wisconsin
- (920) 884-0240
- gdiplanning.com
GDI Planning LLC is a Financial Planner in Allouez, WI, located at 1595 E Allouez Ave # 2. The firm serves individuals, families, and business owners in Green Bay, Wisconsin, and across the country. It offers comprehensive financial planning and portfolio...
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- Financial Planner
- Watertown, Wisconsin
- (920) 261-3269
- connect.thrivent.com
Chris Mallow - Thrivent is a Financial Planner in Watertown, WI. The firm provides personalized financial guidance to people at all stages of life. The practice operates under Thrivent and utilizes its Financial Planning Framework to review and analyze a...
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- Financial Planner
- Menasha, Wisconsin
- (920) 423-3896
- connect.thrivent.com
Heart of the Valley Wealth Advisors - Thrivent is a Financial Planner in Menasha, WI, located at 3102 Community Way. Ian Sorenson provides personalized financial guidance to people at all stages of life, viewing money as a tool to afford a life rich in...
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- Financial Planner
- Muskego, Wisconsin
- (262) 679-3280
- connect.thrivent.com
Hilary Bevers - Thrivent is a Financial Planner in Muskego, WI, located at W188S7820 Racine Ave Ste 200. The practice offers personalized financial guidance to people at all stages of life, operating under the philosophy that money serves as a tool for a life...
What the Data Shows for Financial Planners in Wisconsin
15% of the 104 financial planners we measured in Wisconsin reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 70.
The average Google rating across 101 rated financial planners is 4.6, and the median listing has 2 reviews.
None of the 129 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 27, 2026. What each score measures: How We Score.
Looking for the best financial planner in Wisconsin? BizScoreAI scores 129 Financial Planner listings across Wisconsin on online visibility, AI-search presence, reviews and profile completeness so you can compare at a glance. Open any profile for its full BizScore breakdown - and if it is your business, claim your free listing.
Frequently Asked Questions
How are Wisconsin Financial Planner listings ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a composite of AI-search visibility, traditional SEO, citation presence and profile completeness.
How do I claim my financial planner listing in Wisconsin?
Open its profile and select claim - it is free, and lets you correct details and improve your search and AI visibility.
Is being listed free?
Yes. Every financial planner listing in Wisconsin is listed and scored for free, and claiming is free too.
