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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Brook A. Delgado, CFP®

Robert W. Baird
(608) 830-3500

8000 Excelsior Drive, Suite 302
Madison, WI 53717-1973
View on Map
(608) 830-3500

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Todd D. Sprecher, CFP®

BMO Harris Financial Advisors
(262) 767-5671

1000 Milwaukee Ave
Burlington, WI 53105-1362
View on Map
(262) 767-5671

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning

Contact
Michael P. Pope, CFP®

Ameriprise Financial
(715) 559-1138

475 Chippewa Mall Dr Ste 355
Chippewa Falls, WI 54729-5017
View on Map
(715) 723-6678

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: German, Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Investment Planning, Retirement Income Management, Tax Planning

Contact
Jeffrey J Gruetzmacher, CFP®

U.S. Department of Agriculture
(608) 723-7697 x117

150 W. Alona Ln.
Lancaster, WI 53813-2197
View on Map
(608) 723-7697

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Banking, Comprehensive Financial Planning, Debt Management, General Financial Planning, Intergenerational Planning, Small Business Planning

Contact
Donald Mathias, CFP®

Roman James Financial
(414) 443-2008

2300 N Mayfair Rd Ste 645
Milwaukee, WI 53226-1518
View on Map
(414) 443-2008

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning, Healthcare Planning, Insurance Planning

Contact
Kurt G. Krumholz, CFP®

SVA Plumb Financial
(608) 698-3852

1221 John Q Hammons Dr
Madison, WI 53717-2912
View on Map
(608) 831-8181

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Elizabeth A. Pollock, CFP®

Affordable Health and More LLC
(262) 439-9867

2605 S Calhoun Rd Apt 108
New Berlin, WI 53151-2742
View on Map
(262) 439-9867

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: German, Portuguese, Spanish, French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning

Contact
Harry A Mewes, CFP®

Waukesha State Bank
(414) 881-5444

151 E Saint Paul Ave
Waukesha, WI 53188-3701
View on Map
(262) 953-2370

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Planning for Couples, Retirement Income Management

Contact
Robert John Reis, CFP®

Sovereign Financial Group
(920) 632-7107

801 Hoffman Rd Ste 112
Green Bay, WI 54301-1463
View on Map
(920) 632-7107

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Richard A. Mikula, CFP®

Liberty Financial Group
(414) 484-2369

700 Pilgrim Pkwy Ste 300
Elm Grove, WI 53122-2064
View on Map
(262) 785-1377

Compensation Method: Fee Only
Minimum Investable Assets: $350,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Healthcare Planning, Insurance Planning

Contact
Nathaniel G Gehring, CFP®

KeatsConnelly
(920) 358-0055 x9203580055

3412 E Lexington Dr
Couples Financial Planning & Coaching, LLC
Appleton, WI 54915-2810
View on Map
(920) 358-0150

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Life Planning, Life Transitions, Planning for Couples

Contact
Mary E. Schwartz, CFP®

Symphonic Financial Advisors,
(608) 442-1500

49 Kessel Ct
Ste 202
Madison, WI 53711-6275
View on Map
(608) 442-1500

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning

Contact
Lucretia S. Mattson, CFP®

CliftonLarsonAllen LLP
(715) 832-2259

3570 Cypress St
Eau Claire, WI 54701-7619
View on Map
(715) 832-2259

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Tax Planning, Tax Preparation

Contact
Jason D. Simac, CFP®

Country Financial
(608) 277-0106

2985 Triverton PIke Dr Ste 101
Fitchburg, WI 53711-5803
View on Map
(608) 277-0106

Compensation Method: Commission Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
STEVEN R. BENZSCHAWEL, CFP®

ASSOCIATED INVESTMENT SERVICES
(920) 431-8841

2241 Main St Ste A
Green Bay, WI 54302-3743
View on Map
(920) 431-8841

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Investment Management, Investment Planning, Wealth Management

Contact
Eric J. Lanning, CFP®

Wells Fargo Advisors, LLC
(608) 824-6519

1 Erdman Pl
Madison, WI 53717-2100
View on Map
(608) 824-6519

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Chad A. Thistle, CFP®

Diversified Management, Inc
(414) 801-7055

8989 N Port Washington Rd.
Suite 208
Milwaukee, WI 53217-1636
View on Map
(414) 540-9725

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Investment Management, Investment Planning, Retirement Income Management

Contact
Richard N. Dallen, CFP®

Ameriprise Financial Services, Inc,
(262) 201-4019

325 N Corporate Dr Ste 200
Brookfield, WI 53045-5861
View on Map
(262) 754-9444

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Jason N Schmitt, CFP®

Jacobson & Schmitt Advisors, LLC
(608) 662-7500

725 Heartland Trail
Ste 201
Madison, WI 53717-1966
View on Map
(608) 662-7500

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning

Contact
Brian T. Niemann, CFP®

Wealth Management Group, LLC
(715) 822-4888

1328 2nd Ave
Cumberland, WI 54829-7211
View on Map
(715) 822-4888

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

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