Top financial advisors in Greenfield, WI
We've curated a list of the best financial advisors in Greenfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $70,097,257 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Greenfield, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Summit Investment Management, Ltd.
Summit Investment Management, Ltd., established in 1987, offers investment advisory services specializing in continuous asset management. The firm provides Catholic Values portfolios designed to align with Catholic Bishop's guidelines of financial and social responsibility. Clients' accounts are managed based on individual investment objectives, risk tolerance, and other relevant factors. Summit exercises discretion in selecting securities for clients, with most clients granting discretionary authority. The firm uses a variety of sources for investment analysis, focusing on factors like inflation, interest rates, and industry sectors. Summit has a fee-sharing arrangement with Financial Trust Asset Management for specific strategies. Clients are charged fees quarterly based on assets under management, covering custody and transaction costs. Summit does not charge performance-based fees and discloses potential risks associated with investments. The firm acts as a fiduciary, voting proxies in the best interest of clients. Summit maintains a Code of Ethics to prevent conflicts of interest and requires preapproval for certain securities transactions. Summit does not have any disciplinary history or financial industry affiliations beyond investment advisory services.
$70,097,257 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Greenfield, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Wisconsin
AltoonaAppletonBrookfieldDelafieldDe PereEau ClaireElm GroveGreen BayJanesvilleLa CrosseLake GenevaMadisonManitowocMenomonee FallsMequonMiddletonMilwaukeeNeenahOshkoshPewaukeeSister BayStevens PointSun PrairieWaukeshaWaunakeeWausauWauwatosaWest BendWhitefish BayWisconsin RapidsIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.