Financial Advisors in Wisconsin
Showing 1-4 of 4 advisors
New Berlin, WI
Jeremy Keil
Keil Financial Partners
Specialties and Expertise
Trust ServicesHigh Net Worth PlanningTax Minimization Investment Strategies+10
Typical Clientele
RetireesUltra High Net Worth Individuals+7
Pricing Model:
AUM
Number of Clients
201
Years of Experience:
23 years
Madison, WI
Nate Byers
Calculated WEalth
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesPortfolio Construction+4
Typical Clientele
RetireesHigh Net Worth Individuals+1
Pricing Model:
Flat Fee
Number of Clients
125
Years of Experience:
15 years
Madison, WI
Matt Fizell
Harmony Wealth
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+4
Typical Clientele
New InvestorsHealthcare Workers+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years
Delafield, WI
Brian Behl
Behl Wealth Management
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeTax Preparation+3
Typical Clientele
RetireesHigh Net Worth Individuals+3
Pricing Model:
AUM
Number of Clients
55
Years of Experience:
19 years