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Best Financial Planners in West Bend, Wisconsin

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Claimed listings first, then by BizScore. How we score

5Financial Planners scored in West Bend
50Average BizScore
59Top BizScore
0%AI Visibility 50 or higher
62Average SEO score
4.2Average Google rating (5 rated)

Top Financial Planners in West Bend

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Showing 1-5 of 5 Financial Planners listings in West Bend, WI · page 1 of 1

#1Augustine Financial

5.0 Google rating

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Augustine Financial website

Score breakdown

AI Visibility45
AI Ready-
SEO75
Freshness-
  • 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...

Category rank by BizScore: #2 of 5 Financial Planner listings in West BendScores updated Jun 9, 2026

#2Thrivent - Lakefront Group

5.0 Google rating

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Thrivent - Lakefront Group website

Score breakdown

AI Visibility41
AI Ready22
SEO74
Freshness100
  • Financial Planner
  • West Bend, Wisconsin
  • (262) 338-7770
  • thrivent.com
Category rank by BizScore: #1 of 5 Financial Planner listings in West BendScores updated Oct 25, 2026

#3Jasen Wealth Advisors

1.0 Google rating

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J

Score breakdown

AI Visibility36
AI Ready-
SEO65
Freshness-
  • Financial Planner
  • West Bend, Wisconsin
  • (855) 265-3855
  • jasenwealth.com
Category rank by BizScore: #3 of 5 Financial Planner listings in West BendScores updated Jul 5, 2026

#4Baird Private Wealth Management of West Bend

5.0 Google rating

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Baird Private Wealth Management of West Bend website

Score breakdown

AI Visibility30
AI Ready20
SEO57
Freshness80
  • Financial Planner
  • West Bend, Wisconsin
  • (262) 338-7780
  • baird.com

Baird Private Wealth Management of West Bend: Baird Private Wealth Management is a Financial Planner in West Bend, WI. The business maintains a 5.00 rating. Baird specializes in providing engineering and science solutions for coastal, riverine, estuarine, and ocean environments. With over 40 years of...

Category rank by BizScore: #4 of 5 Financial Planner listings in West BendScores updated Oct 26, 2026

#5Capitol Wealth Advisors

5.0 Google rating

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Capitol Wealth Advisors website

Score breakdown

AI Visibility33
AI Ready-
SEO37
Freshness-
  • Financial Planner
  • West Bend, Wisconsin
  • (262) 306-0066
  • capitolwealthadvisors.com
Category rank by BizScore: #5 of 5 Financial Planner listings in West BendScores updated Oct 24, 2026
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What the Data Shows for Financial Planners in West Bend

0% of the 5 financial planners we measured in West Bend reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 37, compared with an average SEO score of 62.

The average Google rating across 5 rated financial planners is 4.2.

None of the 5 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 25, 2026. What each score measures: How We Score.

BizScoreAI compares 5 financial planners in West Bend, 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 West Bend 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 West Bend, Wisconsin does BizScoreAI track?

5 financial planners in West Bend currently meet the profile-quality bar for this page, with an average BizScore of 50 and a top score of 59.

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. 0% of measured financial planners in West Bend score 50 or higher.

Is being listed free?

Yes. Every financial planner in West Bend is listed and scored for free, and claiming a listing is free too.