SearchWrench Pros

Find the right financial advisor in Milwaukee, WI

9 local financial advisors in Milwaukee. Tell us how many years of experience you want, what matters most, and how close to your house, and we match you with the ones that fit. No star ratings, no paid rankings.

Financial advisors in Milwaukee

Checked pros are listed first; the rest rotate monthly. Nobody pays to be listed or ranked.

Morgan Stanley Financial Advisors

411 E Wisconsin Ave Suite 2200(414) 226-3000, Milwaukee, WI · (414) 226-3000 · advisor.morganstanley.com
Not checked by SearchWrench yet

Cove Financial Planning, LLC

342 N Water St Suite 600, Milwaukee, WI · (952) 807-4060 · coveplanning.com
Not checked by SearchWrench yet

Wealthspire

330 E Kilbourn Ave Suite 1219, Milwaukee, WI · (414) 509-1321 · wealthspire.com
Not checked by SearchWrench yet

Northwestern Mutual

100 E Wisconsin Ave # 2300(414) 271-3242, Milwaukee, WI · (414) 271-3242 · greatermilwaukee.nm.com
Not checked by SearchWrench yet

DBHW Wealth Partners

1125 Milwaukee Ave, Milwaukee, WI · (414) 764-7330 · dbhwwealthpartners.com
Not checked by SearchWrench yet

Prescient Financial Solutions - Northwestern Mutual

330 E Kilbourn Ave # 950(414) 203-6016, Milwaukee, WI · (414) 203-6016 · pfs.nm.com
Not checked by SearchWrench yet

Roman Financial

2600 N Mayfair Rd #1080, Milwaukee, WI · (414) 443-2008 · roman-financial.com
Not checked by SearchWrench yet

Heartland Advisors, Inc.

790 N Water St Suite 1200, Milwaukee, WI · (414) 347-7777 · heartlandadvisors.com
Not checked by SearchWrench yet

Wealth Enhancement Group

8909 N Port Washington Rd Suite 206, Milwaukee, WI · (414) 352-8460 · wealthenhancement.com
Not checked by SearchWrench yet

Get matched with the right financial advisor

Tell us what you need in Milwaukee and what matters to you. We check the pros and connect you with up to 3 who fit. Free, no obligation.

Please add your name, a 10-digit phone number, and tick the box.
Your must-haves

How we pick the best one (no star ratings)

1. We start with real local businessesEvery listing has a local address and a working phone number from public business records.
2. We call and askYears in business, licensing where your state requires it, insurance, and whether they actually answer and show up.
3. We match to your must-havesExperience, what matters most to you, and how close they are to your house.
4. We ask you how it wentAfter the job we check in with you. Pros who fall short stop getting our referrals.

We don't use Google or Yelp reviews. Ratings can be bought, gamed or years out of date; a phone call and your feedback can't. More on how we check pros.

Hired the wrong financial advisor before?

No-shows, a job left half done, a price that doubled. It happens a lot, and it's why we check financial advisors ourselves instead of trusting star ratings. Tell us what went wrong last time, tick "let down before" on the form, and we'll only send you pros who passed our check and fit your must-haves.

Get matched →

Questions to ask before you hire a financial advisor in Milwaukee

Common questions

How do I choose a financial advisor in Milwaukee?

Decide your must-haves first: how many years of experience, whether price or quality matters most, and how far you will let them travel. Then compare at least two written quotes using the questions on this page.

How does SearchWrench pick the best financial advisor?

We don't use Google or Yelp star ratings. We call local businesses ourselves to confirm years in business, licensing where required, and insurance, match them to your must-haves, and ask you how the job went afterwards.

Is it free?

Yes. Homeowners never pay us, and businesses cannot pay to rank higher on this page.

More in Milwaukee

Roofers · Plumbers · HVAC companies · Electricians · Landscapers · Tree services · General contractors · Concrete contractors · Painters · Fence companies · Pressure washing companies · Junk removal companies · Everything in Milwaukee · Financial advisors in other cities