Bluemound Asset Management
30yrs
Top advisor by experience in Franklin
Financial advisors in Franklin, WI
Looking for a financial advisor in Franklin, WI? We list 22 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.
22Advisors with offices here
16Median years of experience
0%At fee-only firms
10Firms represented
Largest firms here: LPL Financial (5), Edward Jones (4), Ameriprise Financial Services (3).
Nearby: Greendale, Hales Corners, Muskego, Oak Creek, Caledonia, South Milwaukee, Franksville, New Berlin.
Osaic Wealth
30yrs
Top 9% by experience in Franklin
Edward Jones
25yrs
Top 12% by experience at Edward Jones
Harbour Investments
25yrs
Top 18% by experience in Franklin
LPL Financial
23yrs
Top 23% by experience in Franklin
Ameriprise Financial Services
22yrs
More experience than 73% of advisors in Franklin
T. Rowe Price Associates
22yrs
Top 19% by experience at T. Rowe Price Associates
LPL Financial
22yrs
More experience than 65% of advisors in Wisconsin
Ameriprise Financial Services
17yrs
More experience than 59% of advisors in Franklin
J.P. Morgan Securities
17yrs
More experience than 72% of advisors at J.P. Morgan Securities
Ameriprise Financial Services
16yrs
More experience than 51% of advisors nationwide
Edward Jones
15yrs
More experience than 67% of advisors at Edward Jones
LPL Financial
12yrs
12 years in the industry
LPL Financial
10yrs
10 years in the industry
Osaic Wealth
10yrs
10 years in the industry
Edward Jones
10yrs
10 years in the industry
Osaic Wealth
6yrs
6 years in the industry
Strategic Advisers
6yrs
6 years in the industry
State Farm Investment Management
6yrs
6 years in the industry
State Farm Investment Management
5yrs
5 years in the industry
Edward Jones
4yrs
4 years in the industry
LPL Financial
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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.