Best Financial Planners in Milwaukee, Wisconsin
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Milwaukee
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-19 of 19 Financial Planners listings in Milwaukee, WI · page 1 of 1
Score breakdown
- Financial Planner
- Milwaukee, Wisconsin
- (262) 522-4040
- creativeplanning.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
- Milwaukee, Wisconsin
- (262) 297-7075
- marinerfinance.com
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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...
Score breakdown
- 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...
Score breakdown
- 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
- 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...
Score breakdown
- 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...
Score breakdown
- 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...
Score breakdown
- Financial Planner
- Milwaukee, Wisconsin
- (414) 223-1099
- landaas.com
Landaas & Company is a financial planner in Milwaukee, Wisconsin. The firm focuses on the needs and objectives of individual investors, providing customized investment portfolios designed to minimize risk and optimize returns. They serve clients by building...
Score breakdown
- Financial Planner
- Milwaukee, Wisconsin
- (414) 347-7777
- heartlandadvisors.com
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 226-8003
- brianthiet.com
AXA Advisors, LLC is a financial planner in Milwaukee, WI, located at 111 E Kilbourn Ave UNIT 800. It holds a rating of 3.70 based on reviews. The firm is led by Brian Thiet, CLU®, who serves as a Senior Vice President for Equitable Advisors. He joined the...
Score breakdown
- Financial Planner
- Milwaukee, Wisconsin
- (414) 226-3000
- advisor.morganstanley.com
Morgan Stanley Financial Advisors of Milwaukee: Morgan Stanley Milwaukee Branch offers personalized financial planning services guided by core values of putting clients first and fostering a culture of exceptional ideas. They provide comprehensive solutions for retirement, college savings, cash flow...
Score breakdown
- Financial Planner
- Milwaukee, Wisconsin
- (414) 585-0070
- milbornadvisors.com
Milborn Advisors is a Financial Planner in Milwaukee, WI, located at 301 N Broadway #203. The firm provides tailored financial planning solutions for retired individuals, professionals, and small business owners. As an independent, fee-based practice, it...
Score breakdown
- Financial Planner
- Milwaukee, Wisconsin
- (414) 271-1444
- northwesternmutual.com
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 224-5000
- northwesternmutual.com
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- Financial Planner
- Milwaukee, Wisconsin
- (414) 203-6016
- pfs.nm.com
- Financial Planner
- Milwaukee, Wisconsin
- (414) 271-1444
- northwesternmutual.com
Northwestern Mutual Wealth Management Company of Milwaukee: Northwestern Mutual is a mutual life insurance company providing comprehensive financial planning, insurance, and investment services to high-net-worth clients. With over 160 years of financial strength, they deliver personalized wealth management solutions...
What the Data Shows for Financial Planners in Milwaukee
17% of the 18 financial planners we measured in Milwaukee reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 40, compared with an average SEO score of 72.
The average Google rating across 16 rated financial planners is 4.4, and the median listing has 1 review.
None of the 19 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 19 financial planners in Milwaukee, Wisconsin by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. 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. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Milwaukee 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 measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Milwaukee, Wisconsin does BizScoreAI track?
19 financial planners in Milwaukee currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 76.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 17% of measured financial planners in Milwaukee score 50 or higher.
Is being listed free?
Yes. Every financial planner in Milwaukee is listed and scored for free, and claiming a listing is free too.
