Top financial advisors in Wisconsin Rapids, WI
We’ve curated a list of the best financial advisors in Wisconsin Rapids, take a look at it below
Find an advisor in Wisconsin Rapids| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $32,245,703 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Wisconsin Rapids, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wisconsin Rapids. 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.
Buena Vista Investment Management LLC
Buena Vista Investment Management LLC is a financial advisory firm based in Wisconsin Rapids, Wisconsin. It currently has approximately $32,245,703 of assets under management and employs about 3 people. Buena Vista Investment Management LLC uses a fee structure of a percentage of assets under your management, fixed fees and portion of fee charged by third-party manager.
Assets under management
$32,245,703
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PORTION OF FEE CHARGED BY THIRD-PARTY MANAGER
SEC number
801-63732
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.