Gateway Wealth Partners
40yrs
Top advisor by experience in Delavan
Financial advisors in Delavan, WI
Looking for a financial advisor in Delavan, WI? We list 9 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.
9Advisors with offices here
12Median years of experience
0%At fee-only firms
6Firms represented
Largest firms here: Thrivent Investment Management (3), Edward Jones (2), LPL Financial (1).
Nearby: Walworth, Fontana, Elkhorn, Lake Geneva, Clinton, Whitewater, East Troy, Burlington.
LPL Financial
37yrs
Top 6% by experience nationwide
State Farm Investment Management
18yrs
More experience than 67% of advisors in Delavan
Edward Jones
17yrs
More experience than 72% of advisors at Edward Jones
Thrivent Investment Management
12yrs
More experience than 57% of advisors at Thrivent Investment Management
Eagle Strategies
11yrs
11 years in the industry
Edward Jones
8yrs
8 years in the industry
Thrivent Investment Management
5yrs
5 years in the industry
Thrivent Investment Management
New
New to the profession
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.