Top financial advisors in Sun Prairie, WI
We’ve curated a list of the best financial advisors in Sun Prairie, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$90,532,628
Number of advisors
3 advisors
| $90,532,628 | 3 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.
Methodology
To generate our top financial advisors list in Sun Prairie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sun Prairie. 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.
Wisconsin Wealth Advisors, LLC
Wisconsin Wealth Advisors, LLC is a financial advisory firm established in 2008 by Chris Swenson, who is the sole owner. The firm specializes in providing asset management services, including discretionary and non-discretionary asset management tailored to individual client goals, time horizons, and risk tolerance. They also offer services related to ERISA plans, financial planning, and consulting. The firm charges a maximum annual investment advisory fee of 1.5% of total assets under management, which is negotiable based on certain criteria. Clients have the option to terminate their account at will with no penalty. The firm does not require a minimum initial investment to open an account. The firm's investment strategy includes fundamental and technical analysis, focusing on factors that determine a company's value and expected future earnings. Clients are made aware of the risks involved in investing, such as market risk, interest-rate risk, and liquidity risk. The firm's advisors act as fiduciaries, placing the best interests of clients first. The firm's management has no disciplinary history, criminal actions, or bankruptcy petitions in the past ten years. Chris Swenson, Patrick Fosdick, and Shaun Balding are the supervised persons at the firm. They have educational backgrounds and business experiences in financial services, insurance, and related fields. They also hold certifications such as Certified Financial Planner™ (CFP®) and Enrolled Agent (EA). Each supervised person has no disciplinary history and is involved in other business activities, such as insurance sales and tax services. They receive compensation through commissions and fees for their services. The supervised persons are supervised by Chris Swenson, the Chief Compliance Officer of the firm.
$90,532,628 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesErisa 3(21) Services
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.
Methodology
To generate our top financial advisors list in Sun Prairie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sun Prairie. 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.
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