Harbour Investments
42yrs
Top advisor for experience in Stevens Point
Financial advisors in Stevens Point, WI
Looking for a financial advisor in Stevens Point, WI? We list 55 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.
55Advisors with offices here
13Median years of experience
96%At fee-only firms
16Firms represented
Largest firms here: Ameriprise Financial Services, LLC (10), Evexia Wealth, LLC (7), Edward Jones (7).
Nearby: Plover, Rosholt, Wisconsin Rapids, Iola, Mosinee.
Osaic Wealth
40yrs
Top 4% for experience in Stevens Point
Equitable Advisors
35yrs
Top 5% for experience in Stevens Point
LPL Financial
31yrs
Top 7% for experience in Stevens Point
LPL Financial
28yrs
Top 9% for experience in Stevens Point
LPL Financial
27yrs
Top 11% for experience in Stevens Point
Ameriprise Financial Services
26yrs
Top 13% for experience in Stevens Point
Edward Jones
26yrs
Top 11% for experience at Edward Jones
Ameriprise Financial Services
25yrs
Top 16% for experience in Stevens Point
J.p. Morgan Securities
24yrs
Top 12% for experience at J.p. Morgan Securities
Evexia Wealth
23yrs
Top advisor for experience at Evexia Wealth
Edward Jones
23yrs
Top 16% for experience at Edward Jones
Evexia Wealth
22yrs
Top 24% for experience in Stevens Point
Summit Financial
22yrs
Top 25% for experience in Stevens Point
Ameriprise Financial Services
22yrs
More experience than 73% of advisors in Stevens Point
LPL Financial
22yrs
More experience than 71% of advisors in Stevens Point
Principal Securities
22yrs
More experience than 69% of advisors in Stevens Point
Osaic Wealth
21yrs
More experience than 67% of advisors in Stevens Point
Ameriprise Financial Services
20yrs
More experience than 65% of advisors in Stevens Point
State Farm Investment Management
20yrs
More experience than 69% of advisors at State Farm Investment Management
Ameriprise Financial Services
19yrs
More experience than 62% of advisors in Stevens Point
Evexia Wealth
18yrs
More experience than 58% of advisors in Stevens Point
State Farm Investment Management
18yrs
More experience than 63% of advisors at State Farm Investment Management
Evexia Wealth
17yrs
More experience than 56% of advisors in Stevens Point
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.