Financial advisors in Madison, WI
Financial advisors and planners for retirement, investing and money decisions in Madison and nearby communities.
104 financial advisors in the Madison area · page 1 of 4
Financial advisors
Aaron Zimmer - Private Wealth Advisor, Ameriprise Financial Services
7617 Mineral Point Rd #200, Madison
Alex Herr - LPL Financial Advisor
2424 Rimrock Rd Ste 100, Madison
Ameriprise Financial Advisors - Goldstein, Petrowski & Associate
2009 W Beltline Hwy, Madison
Capitol Bay Wealth Management Group at Morgan Stanley
8215 Greenway Blvd, Middleton
Conscious Capital Management
8383 Greenway Blvd Ste 600, Middleton
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Choosing a financial advisor in Madison
"Financial advisor" isn't a protected title, so ask exactly what credentials someone holds and how they're registered. You can look up advisors and firms on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure site.
Ask how they're paid: a flat fee, an hourly rate, a percentage of assets, or commissions on products they sell. Then ask whether they act as a fiduciary, legally required to put your interests first, for all of the advice they give you.
A good first meeting is mostly them asking about your goals. Be cautious of anyone who leads with a specific product.