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Designations / CFP® professionals

CFP® professionals in Wisconsin

CERTIFIED FINANCIAL PLANNER™ professionals complete coursework, a comprehensive exam, experience requirements, and ongoing education, and commit to acting as fiduciaries when giving financial advice.

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1,153 advisors

Osaic Wealth
47yrs
Eleanor Dean
Financial advisor
Sturgeon Bay, WI
Top advisor by experience in Sturgeon Bay
CFP®
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Intrinsic Investors
47yrs
Christopher Shea
Financial advisor
1200 N Mayfair Rd; Suite 330
Wauwatosa, WI 53226
Top advisor by experience in Wauwatosa
CFP®
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Milestone Investment Advisors
46yrs
Robert Armstrong
Financial advisor
6702 Stonefield Road Suite 201
Middleton, WI 53562
Top advisor by experience at Milestone Investment Advisors
CFP®
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Dana Investment Advisors
45yrs
Jeffry Brigman
Financial advisor
1200 North Mayfair Road, Suite 360
Milwaukee, WI 53226
Top advisor by experience at Dana Investment Advisors
CFP®
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Wealth Enhancement Advisory Services
45yrs
Daniel Hyland
Financial advisor
440 Science Dr Suite 302
Madison, WI 53711
Top 1% by experience at Wealth Enhancement Advisory Services
CFP®Fiduciary
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Madison Partners
45yrs
John Cress
Financial advisor
901 York St
Manitowoc, WI 54220
Top advisor by experience at Madison Partners
CFP®Fiduciary
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Cetera Investment Advisers
45yrs
Thomas Brown
Financial advisor
River Falls, WI
Top advisor by experience in River Falls
CFP®
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Cambridge Investment Research Advisors
44yrs
Jeffrey Marciniak
Financial advisor
1233 N. Mayfair Rd, Suite 215
Milwaukeev, WI 53226
Top 1% by experience in Wisconsin
CFP®Fiduciary
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Ameriprise Financial Services
44yrs
Rick Napholz
Financial advisor
325 N Corporate Dr Suite 110
Brookfield, WI 53045
Top 1% by experience in Brookfield
CFP®
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Winch Financial
44yrs
Christina Winch
Financial advisor
424 East Wisconsin Avenue
Appleton, WI 54911
Top advisor by experience in Appleton
CFP®Fiduciary
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Harbour Investments
44yrs
Steven Crispigna
Financial advisor
2131 S. Webster Avenue #200
Green Bay, WI 54301
Top advisor by experience in Green Bay
CFP®ChFC
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Cetera Investment Advisers
44yrs
Thomas Haunty
Financial advisor
2945 Triverton Pike Dr Suite 200
Madison, WI 53711
Top 1% by experience in Madison
CFP®ChFC
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Robert W. Baird &
44yrs
Robert Jacobsen
Financial advisor
One Main St Suite 300
Racine, WI 53403
Top advisor by experience in Racine
CFP®
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Financial Service Group
44yrs
Michael Haubrich
Financial advisor
4812 Northwestern Ave
Racine, WI 53406
Top 1% by experience in Wisconsin
CFP®
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Global View Capital Management
43yrs
Edward Thiessen
Financial advisor
N14 W23833 Stone Ridge Dr - Suite 350
Waukesha, WI 53188
Top advisor by experience at Global View Capital Management
CFP®
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Financial Services of Northeast Wisconsin
43yrs
Robert Matzke
Financial advisor
Hortonville, WI
Top 1% by experience in Wisconsin
CFP®
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Chambers Financial Group, Llc.
43yrs
William Chambers
Financial advisor
2010 Velp Ave.
Green Bay, WI 54303
Top 1% by experience in Green Bay
CFP®ChFC
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Mercer Global Advisors
43yrs
Jeffrey Lokken
Financial advisor
1837 E. Main Street
Onalaska, WI 54650
Top advisor by experience in Onalaska
CFP®ChFC
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Sterling Capital Management
43yrs
Thomas Portz
Financial advisor
Waukesha, WI
Top 2% by experience in Waukesha
CFP®
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Stifel, Nicolaus &
42yrs
Mark Severson
Financial advisor
W233 N2080 Ridgeview PKW Suite 202
Waukesha, WI 53188
Top 2% by experience in Wisconsin
CFP®Fiduciary
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Cambridge Investment Research Advisors
42yrs
Kay Knuth
Financial advisor
425 W Water St. Suite. 110
Appleton, WI 54911
Top 2% by experience in Appleton
CFP®
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Family Investment Planning
42yrs
Kurt Mueller
Financial advisor
925 Elm Grove Road Suite 203
Elm Grove, WI 53122
Top 2% by experience in Wisconsin
CFP®Fiduciary
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Osaic Wealth
42yrs
Steven Johnson
Financial advisor
2261 Fox Heights Lane
Green Bay, WI 54304
Top 1% by experience in Green Bay
CFP®
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Sumnicht & Associates
42yrs
Vernon Sumnicht
Financial advisor
W 6240 Communication Court Suite One
Appleton, WI 54914
Top 2% by experience in Appleton
CFP®
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