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Financial advisors in Kimberly, WI

Looking for a financial advisor in Kimberly, WI? We list 28 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.

28Advisors with offices here
14Median years of experience
93%Fiduciary advisors?
5Firms represented

Largest firms here: LPL Financial LLC (10), Osaic Wealth, Inc. (9), Edward Jones (4).

Nearby: Combined Locks, Little Chute, Kaukauna, Menasha, Appleton, Sherwood, Neenah, Wrightstown.

Filter and map these advisors

MML Investors Services
37yrs
Thomas Jay Julian
Financial advisor
919 W Kennedy Ave Suite B
Kimberly, WI 54136
Top advisor by experience in Kimberly
Fiduciary
Call Directions
Commonwealth Financial Network
34yrs
Todd Jon Funk
Financial advisor
1001 Truman Street
Kimberly, WI 54136
Top 7% by experience in Kimberly
Fiduciary
Call Directions
Osaic Wealth
29yrs
John David Zimmer
Financial advisor
717 Eisenhower Dr
Kimberly, WI 54136
Top 14% by experience in Kimberly
CFP®Fiduciary
Call Directions
MML Investors Services
24yrs
Todd John Hietpas
Financial advisor
919 W Kennedy Ave Suite B
Kimberly, WI 54136
Top 25% by experience in Kimberly
Fiduciary
Call Directions
Edward Jones
23yrs
Jason Edwin Berry
Financial advisor
403 E Kimberly Avenue
Kimberly, WI 54136
Top 15% by experience at Edward Jones
CFP®
Call Directions
Edward Jones
23yrs
Kyle David Lukowitz
Financial advisor
819 Schelfhout Ln Suite 107
Kimberly, WI 54136
Top 15% by experience at Edward Jones
Fiduciary
Call Directions
LPL Financial
23yrs
Patrick Ray Raasch
Financial advisor
707 Cobblestone Lane
Kimberly, WI 54136
More experience than 69% of advisors nationwide
FiduciaryPlanningInvesting
Call Directions
LPL Financial
20yrs
Jennifer Marie Busch
Financial advisor
855 Eisenhower Drive
Kimberly, WI 54136
More experience than 62% of advisors nationwide
FiduciaryPlanningInvesting
Call Directions
Osaic Wealth
19yrs
Angela Christine Abbott
Financial advisor
717 Eisenhower Dr
Kimberly, WI 54136
More experience than 59% of advisors nationwide
FiduciaryPlanningInvesting
Call Directions
MML Investors Services
17yrs
Matthew Kletti
Financial advisor
919 W Kennedy Ave Suite B
Kimberly, WI 54136
More experience than 54% of advisors in Kimberly
FiduciaryPlanningInvesting
Call Directions
Edward Jones
14yrs
Anthony Lawrence Schad
Financial advisor
702 Eisenhower Drive Suite F
Kimberly, WI 54136
More experience than 63% of advisors at Edward Jones
FiduciaryPlanningInvesting
Call Directions
Osaic Wealth
12yrs
Brandon Jay Warman
Financial advisor
717 Eisenhower Dr
Kimberly, WI 54136
12 years in the industry
FiduciaryPlanningInvesting
Call Directions
LPL Financial
9yrs
Cavan M Metzler
Financial advisor
855 Eisenhower Drive
Kimberly, WI 54136
9 years in the industry
CFP®Fiduciary
Call Directions
Osaic Wealth
5yrs
Eric Loughrin
Financial advisor
717 Eisenhower Dr
Kimberly, WI 54136
5 years in the industry
FiduciaryPlanningInvesting
Call Directions
LPL Financial
3yrs
Jennifer Brunette
Financial advisor
855 Eisenhower Drive
Kimberly, WI 54136
3 years in the industry
FiduciaryPlanningInvesting
Call Directions

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.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read