Wealth Management Firms Madison WI

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Madison, WI. We have compiled a list of businesses and services around Madison, 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 Dubis
Michael A. Dubis Financial Planning, LLC
(608) 827-6755
10 East Doty Street, Suite 800
Madison, WI
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, High Net Worth Client Needs, Real Estate Investments, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Shannon Wegner
Wegner Asset Management
(608) 441-9711
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Middleton, WI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, High Net Worth Client Needs, Middle Income Client Needs, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Kathryn Hankard
Fiscal Fitness, LLC
(608) 848-1133
211 E. Verona Avenue, Suite 4
Verona, WI
Expertises
College/Education Planning, Hourly Financial Planning Services, Socially Responsible Investments, Middle Income Client Needs, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. R. Philip Petrowski, CFP®
(608) 620-3775
10 E Doty St Ste 800
Madison, WI
Firm
Blackhorn Partners

Data Provided By:
Mr. Bruce Mayer, CFP®
(608) 442-1939
2110 Luann Ln
Madison, WI
Firm
Wegner LLP

Data Provided By:
Kurt Krumholz
SVA Wealth Management, Inc.
(608) 831-8181 Ext: 2163
P.O. Box 44966
Madison, WI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®

William McDonald
Retirement Planning Solutions, LLC
(608) 831-9788
5614 Sandhill Drive
Middleton, WI
Expertises
Middle Income Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Ongoing Investment Management, Estate & Generational Planning Issues, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CPA/PFS

Ms. Amanda M. Gausewitz, CFP®
(608) 831-3230
2009 W Beltline Hwy
Madison, WI
Firm
Ameriprise Financial Services, Inc.

Data Provided By:
Mr. Paul H Childers, CFP®
(608) 819-0505
2501 W Beltline Hwy Ste 301
Madison, WI
Firm
Ameriprise Financial
Areas of Specialization
General Financial Planning, Wealth Management

Data Provided By:
Shannon M. Anderson, CFP®
(608) 819-0520
2501 W Beltline Hwy Ste 301
Madison, WI
Firm
Ameriprise Financial

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