Morgan Kenwood Advisors
45yrs
Top advisor by experience in Greendale
Financial advisors in Greendale, WI
Looking for a financial advisor in Greendale, WI? We list 12 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.
12Advisors with offices here
22Median years of experience
83%Fiduciary advisors?
8Firms represented
Largest firms here: LPL Financial LLC (3), Osaic Wealth, Inc. (2), Morgan Kenwood Advisors, LLC (2).
Nearby: Franklin, Hales Corners, Oak Creek, Cudahy, South Milwaukee, Muskego, New Berlin, Milwaukee.
Osaic Wealth
30yrs
Top 16% by experience in Wisconsin
Raymond James & Associates
23yrs
Top 25% by experience in Greendale
Edward Jones
23yrs
Top 16% by experience at Edward Jones
LPL Financial
23yrs
More experience than 67% of advisors nationwide
Morgan Kenwood Advisors
22yrs
More experience than 66% of advisors nationwide
U.s. Bancorp Advisors
16yrs
More experience than 53% of advisors nationwide
PNC Wealth Management
14yrs
14 years in the industry
LPL Financial
11yrs
11 years in the industry
Osaic Wealth
4yrs
4 years in the industry
Regal Investment Advisors
1yr
1 years in the industry
LPL Financial
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.