Financial advisors in Schofield, WI

Looking for a financial advisor in Schofield, 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

25Median years of experience

0%At fee-only firms

2Firms represented

Largest firms here: LPL Financial LLC (1), Edward Jones (1).

Nearby: Rothschild, Wausau, Mosinee, Marathon, Birnamwood, Merrill.

Filter and map these advisors

LPL Financial

25yrs

Keene Winters

Financial advisor

219 Ross Avenue, Suite 103
Schofield, WI 54476

More experience than 72% of advisors nationwide

FiduciaryPlanningInvesting

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Edward Jones

25yrs

Bradley Heiting

Financial advisor

7402 Stone Ridge Drive Suite 2
Schofield, WI 54476

Top 13% by experience at Edward Jones

PlanningInvesting

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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