Raymond James & Associates
36yrs
Top advisor by experience in Burlington
Financial advisors in Burlington, WI
Looking for a financial advisor in Burlington, WI? We list 27 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
27Advisors with offices here
15Median years of experience
89%Fiduciary advisors?
6Firms represented
Largest firms here: Merrill Lynch, Pierce, Fenner & Smith Incorporated (10), LPL Financial LLC (6), Thrivent Investment Management Inc. (5).
Nearby: Waterford, Salem, Twin Lakes, Lake Geneva, East Troy, Union Grove, Trevor, Elkhorn.
Edward Jones
35yrs
Top 2% by experience at Edward Jones
LPL Financial
33yrs
Top 11% by experience in Burlington
Harbour Investments
30yrs
Top 15% by experience in Burlington
Merrill Lynch, Pierce, Fenner & Smith
29yrs
Top 17% by experience at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
28yrs
Top 19% by experience at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
28yrs
Top 20% by experience at Merrill Lynch, Pierce, Fenner & Smith
LPL Financial
26yrs
Top 25% by experience in Wisconsin
Thrivent Investment Management
22yrs
Top 18% by experience at Thrivent Investment Management
LPL Financial
20yrs
More experience than 63% of advisors in Burlington
Edward Jones
20yrs
Top 21% by experience at Edward Jones
Merrill Lynch, Pierce, Fenner & Smith
19yrs
More experience than 61% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Merrill Lynch, Pierce, Fenner & Smith
16yrs
More experience than 56% of advisors at Merrill Lynch, Pierce, Fenner & Smith
LPL Financial
15yrs
15 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
12yrs
12 years in the industry
LPL Financial
11yrs
11 years in the industry
Thrivent Investment Management
11yrs
More experience than 55% of advisors at Thrivent Investment Management
Thrivent Investment Management
11yrs
More experience than 55% of advisors at Thrivent Investment Management
Merrill Lynch, Pierce, Fenner & Smith
11yrs
11 years in the industry
LPL Financial
10yrs
10 years in the industry
Raymond James & Associates
10yrs
10 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
9yrs
9 years in the industry
Edward Jones
7yrs
7 years in the industry
Thrivent Investment Management
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.