RBC Capital Markets
47yrs
Top advisor by experience in Milwaukee
3yrs
Jared Linskens
Financial advisor at Equitable Advisors
Jared Linskens has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Milwaukee, Wisconsin. Jared joined Equitable Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1008 advisors with offices in Milwaukee, and one of 888 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office111 East Kilbourn Avenue Suite 800, Milwaukee, WI 53202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEquitable Advisors, LLCCurrent firm
Contact Jared
Local office(414) 276-2000Ask for Jared. (212) 314-4600Main office · New York, NY 111 East Kilbourn Avenue Suite 800Milwaukee, WI 53202Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Jared
Tailored to Jared’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jared
How do I contact Jared?
Call Jared’s local office at (414) 276-2000 or the Equitable Advisors main office at (212) 314-4600, and ask for Jared Linskens.
How long has Jared been a financial advisor?
Jared has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Jared hold?
Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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