Top advisors in Waunakee
We’ve curated a list of the best financial advisors in Waunakee, take a look at it below
Find an advisor in Waunakee| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $192,000,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Waunakee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Waunakee. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. 401k Investment Professionals
Assets under management
$192,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION OF OTHER ADVISERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.