LPL Financial
28yrs
Top advisor for experience in Sun Prairie
Financial advisors in Sun Prairie, WI
Looking for a financial advisor in Sun Prairie, WI? We list 35 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.
35Advisors with offices here
10Median years of experience
83%At fee-only firms
16Firms represented
Largest firms here: LPL Financial LLC (11), Edward Jones (4), Harbour Investments, Inc. (3).
Nearby: Windsor, Deforest, Cottage Grove, Marshall, Waunakee, Madison, McFarland, Waterloo.
Harbour Investments
27yrs
Top 9% for experience in Sun Prairie
LPL Enterprise
27yrs
Top 9% for experience in Sun Prairie
Wisconsin Wealth Advisors
26yrs
Top 11% for experience in Sun Prairie
LPL Financial
24yrs
Top 14% for experience in Sun Prairie
LPL Financial
23yrs
Top 17% for experience in Sun Prairie
MBE Wealth Management
20yrs
Top 20% for experience in Sun Prairie
Stockbridge Private Wealth Management
19yrs
Top 23% for experience in Sun Prairie
Osaic Wealth
15yrs
More experience than 71% of advisors in Sun Prairie
Harbour Investments
15yrs
More experience than 71% of advisors in Sun Prairie
Edward Jones
13yrs
More experience than 69% of advisors in Sun Prairie
Stockbridge Private Wealth Management
12yrs
More experience than 66% of advisors in Sun Prairie
Ameriprise Financial Services
12yrs
More experience than 63% of advisors in Sun Prairie
Harbour Investments
12yrs
More experience than 60% of advisors in Sun Prairie
JBY Financial Planning
11yrs
More experience than 54% of advisors in Sun Prairie
LPL Financial
11yrs
More experience than 54% of advisors in Sun Prairie
LPL Financial
11yrs
More experience than 51% of advisors in Sun Prairie
U.s. Bancorp Advisors
10yrs
10 years in the industry
Wisconsin Wealth Advisors
9yrs
9 years in the industry
Edward Jones
8yrs
8 years in the industry
Edward Jones
8yrs
8 years in the industry
LPL Financial
6yrs
6 years in the industry
Thrivent Investment Management
6yrs
6 years in the industry
MML Investors Services
5yrs
5 years in the industry
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.