Financial advisors in Marathon, WI

Looking for a financial advisor in Marathon, WI? We list 2 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.

2Advisors with offices here

26Median years of experience

100%At fee-only firms

2Firms represented

Largest firms here: Edward Jones (1), Empower Advisory Group, LLC (1).

Nearby: Wausau, Rothschild, Mosinee, Schofield, Stratford, Merrill.

Filter and map these advisors

Empower Advisory Group

26yrs

Teresa Zastrow

Financial advisor

Marathon, WI

Top 9% for experience at Empower Advisory Group

FiduciaryFee-only firm

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Edward Jones

18yrs

David Wayne Belanger

Financial advisor

500 Main Street Suite 1
Marathon, WI 54448

More experience than 74% of advisors at Edward Jones

FiduciaryFee-only firm

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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.”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