Find Help · Wisconsin
Verified financial advisors in
Wisconsin.
Financial Advisors serving Wisconsin. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Wisconsin law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Wisconsin so far: 78 financial advisors, 12 hospice & palliative care, 5 funeral homes, 1 estate attorney, 1 grief counselor.
Every figure here comes from MORTL's Wisconsin guide, which cites the statute or the state agency behind it. Read the Wisconsin guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Wisconsin is the order to work in. It's free and it always will be.
1492 Capital Management, LLC
Wisconsin investment management firm offering investment strategies and wealth management services for institutional and private clients in the Milwaukee area.
1834 Investment Advisors Co.
Wisconsin financial advisory firm offering wealth planning, investment management, retirement plan services, and institutional services such as OCIO support, in the Milwaukee area.
401k Investment Professionals
Wisconsin financial advisor offering 401k plan services, plan analysis, and risk assessment for small to midsize companies in the Waunakee area.
Affiliated Financial Advisors Inc
Wisconsin financial advisor offering financial strategies, investment advice, and estate planning services in the Milwaukee area.
Annex Wealth Management, LLC
Wisconsin financial advisor offering financial and retirement planning, investment management, tax planning, estate planning, risk management and insurance, 401(k) retirement plan services, and divorce financial consultation, including services for individuals, families, businesses, and non-profits, in the Brookfield area.
Arcataur Capital Management LLC
Wisconsin investment management firm offering large capitalization equity, investment grade fixed income, managed balance, and exchange traded fund portfolios, including separately managed portfolios for individuals and institutions, in the Milwaukee area.
Baird Capital Management Company, LLC
Wisconsin financial advisory firm offering private wealth management, asset management, investment banking, capital markets, and private equity services, including trust and estate planning support, in the Milwaukee area.
Beadell A D Investment Counsel Inc
Wisconsin financial advisor offering personal portfolios, retirement accounts, trusts, and endowments in the Mequon area.
Boardwalk Financial Strategies LLC
Wisconsin financial advisor offering financial planning, investment advisory, planning integration, and education services, including fiduciary guidance, in the Hartland area.
Broadview Financial Management, LLC
Wisconsin financial advisory firm offering fee-only financial planning, retirement, investment, tax, estate, and insurance services, including fiduciary advice for individuals and families, in the Wauwatosa area.
Brook Capital
Wisconsin financial advisor offering wealth advisory services for individuals, businesses, federal employees, and divorce solutions, including investment portfolios and IRA rollover guidance, in the Brookfield area.
Campbell Newman Asset Management Inc
Wisconsin investment management firm offering Large Cap Dividend Growth and Small Cap Growth equity strategies for institutional, intermediary, and private clients in the Milwaukee area.
Charter Capital Management, Inc
Wisconsin investment management firm offering individual wealth management, portfolio management, and tax and financial planning services in the Brookfield area.
Clf Asset Management, Inc.
Wisconsin financial advisory firm offering investment management, financial planning, tax and accounting, and plans for employers, including fee-only asset management services, in the Madison area.
Collar Capital Management, LLC
Wisconsin financial advisor offering active portfolio management, financial planning, and estate and gift planning, including tax-efficient trading, workplace retirement plans, and digital asset investing, in the Appleton area.
Coordinated Capital Securities, Inc.
Wisconsin financial advisor offering brokerage and advisory services, including investment consulting, retirement plan consulting, and retirement asset rollover guidance, in the Fort Atkinson area.
Cushing Capital Partners, LLC
Wisconsin financial advisor offering financial planning and investment management services in the Delafield area.
Dana Investment Advisors Inc
Wisconsin financial advisor offering equity strategies, fixed income strategies, and wealth management services in the Waukesha area.
Denali Wealth Management, Inc.
Wisconsin financial advisor offering investment management for individual investors and corporate retirement plans in the Mequon area.
Diversified Management Inc
Wisconsin financial advisory firm offering investment management, financial planning, asset allocation, retirement planning, tax planning, college fund planning, and life insurance evaluation, including a six-step financial planning process, in the Milwaukee area.
Drake & Associates, LLC
Wisconsin financial advisor offering retirement finance planning and wealth management services, including educational workshops on tax strategies, market volatility, inflation, and Social Security, in the Waukesha area.
Ecio, Inc.
Wisconsin financial advisor offering outsourced chief investment officer (OCIO) services, new investment account setup, replacement of board-managed investment approaches, and investment advisor transitions for nonprofits, foundations, and endowments in the Madison area.
Elite Retirement Group
Wisconsin financial advisory firm offering retirement strategies, estate planning, and investment advisory services, including annuity and insurance product guidance, in the Plover area.
Ellenbecker Investment Group
Wisconsin financial advisory firm offering retirement, investment, estate, insurance, and tax planning services, including financial planning resources for the Waukesha area.
Endowment Wealth Management, Inc.
Wisconsin financial advisory firm offering wealth management, retirement planning, alternative investments, trust investment oversight, charitable giving strategies, and 1031 exchange and opportunity zone fund options in the Appleton area.
Enrich Financial Partners LLC
Wisconsin financial advisory firm offering financial planning, investment portfolio management, and retirement planning services, including student loans, budgeting, education savings, estate planning, tax planning, and Social Security and Medicare planning, in the Madison area.
Entasis Asset Management LLC
Wisconsin financial advisory firm offering financial planning, tax planning, investment management, and athlete-focused services, including research and consulting support, in the Brookfield area.
Envision Financial LLC
Wisconsin financial advisor offering fee-only fiduciary investment management, retirement and Monte Carlo planning, and tax and financial planning services, including estate and trust planning, in the Brookfield area.
Financial Service Group Inc
Wisconsin financial advisory firm offering fee-only financial planning and CERTIFIED FINANCIAL PLANNER consultations in the Mount Pleasant area.
Geneva Capital Management LLC
Wisconsin financial advisor offering small cap, SMID cap, mid cap, and all cap growth equity strategies along with mutual fund management in the Milwaukee area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →