Financial Advisors in Sun Prairie, Wisconsin (Dane County)

Kurt Mueller, CFP, CRPC
"Fee Only" Financial Planning and Investment Advice. Member Garrett Planning Network. Member Financial Planning Association @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);

Kirk Hackbarth, BBA, CFP, CPA, MS
There is no substitute for experience. After 30 plus years in the financial services industry, there are not a lot of financial issues that are new to me. I have a unique ability to take complex issues and distill them down to simple, understandable concepts. The most satisfying aspect of working in the financial services industry is watching clients live out their dreams. Being part of the planning process offers the ability to shape lives and futures in a positive way. While I love the technical and research aspetcs of the profession, it's watching clients acheive their goals that really provides the most career satisfaction. If I can help my clients by offering a high degree of expertise and experience blended with superior customer service, then I have fulfilled my promise to my clients. ... See More

Fee-only insurance advisor specializing in life insurance, annuities, and long-term care. National practice. Only source of compensation is hourly fee paid by my clients, which means I can serve as a true fiduciary and provide independent and unbiased advice.... See More

Jason Lacey, CFP, M.Ed., MS
PJS Investment Management is a comprehensive investment advisory and portfolio management firm dedicated to the wealth management needs of our clients. We have access to over seven decades of combined investment experience based on sound research, knowledge, integrity, and a highlevel of personal service. At PJS Investment Management we are committed to enriching the lives of our clients by delivering first class investment management services, unsurpassedclient satisfaction, and financial peace of mind.... See More

Richmond Financial Services provides comprehensive financial planning for retirement, estates, business, IRA rollovers, endowments, insurance for clients in the Mequon, Thiensville, Ozaukee County, Bayside, River Hills, Fox Point & Whitefish Bay area of Wisconsin.... See More

Clint Wondra, CFP, CPA/PFS, CPA, MAcc
Hogan Financial is a Milwaukee-based fee-only financial advisory firm offering portfolio management services and comprehensive planning services to individual and families. The firm is nationally known for thought-leadership in the financial planning field and in particular for combining an understanding of sound economic planning principles with a detailed and nuanced understanding of each client's circumstances and preferences. The Hogan Financial company philosophy is described in this May 2013 Research Magazine cover story and it is delivered on the day-to-day to clients by the firm's team of professional advisors. ... See More

William Baxter, CFP, ChFC, CLU
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);Paladin Partners, LLC is an independent fee-only financial planning firm located in Mlwaukee, Wisconsin. We help our clients clarify their goals, we create a written plan for goal achievement, and we help our clients implement the plan. Following implementation, we monitor progress and provide feedback. Paladin provides financial strategies, consulting services, and investment services.... See More