Wealth Management Firms Kenosha WI

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Kenosha, WI. We have compiled a list of businesses and services around Kenosha, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Michael Haubrich
Financial Service Group, Inc.
(262) 554-4500
4812 Northwestern Avenue
Racine, WI
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Planning Issues for Unmarried & Same-Sex Couples, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Thomas Nowak
Quantum Financial Planning LLC
(847) 767-1682
31470 N. Ranch Road
Grayslake, IL
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, College/Education Planning, Socially Responsible Investments, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Rick Elsen, CFP®
(262) 652-7535
5707 6th Ave
Kenosha, WI
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Scott A. Larsen, CFP®
(262) 657-1040
6535 Green Bay Rd
Kenosha, WI
Firm
Retirement Planning Center

Data Provided By:
Mr. Mark W. Oechler, CFP®
(262) 697-7515
7500 Green Bay Rd
Kenosha, WI
Firm
Johnson Investment Services
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mary Erl
Nest Builder Financial Advisors, Ltd.
(847) 245-7483
1800 Nations Drive, Suite 117
Gurnee, IL
Expertises
College/Education Planning, Advising Employee Benefit Plan Participants, Newlyweds & Novice Investors, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Edward F. Fitzpatrick, CFP®
(262) 657-2547
600 52nd Street #100
Kenosha, WI
Firm
Wells Fargo Advisors

Data Provided By:
Mr. Bradly E. Potter, CFP®
(262) 657-7716
6300 76th St
Kenosha, WI
Firm
Andrea & Orendorff LLP
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Franklyn R. Deininger, CFP®
(262) 694-9560
4721 75th St
Kenosha, WI
Firm
Deininger & Co Inc
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Planning, Long-Term Care

Data Provided By:
Mr. Michael G. Morrone, CFP®
(262) 656-3006
5027 Green Bay Rd Ste 106
Kenosha, WI
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874