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Showing 1 - 12 of 38 results
DANA INVESTMENT ADVISORS INC.
DANA INVESTMENT ADVISORS INC.
Waukesha, Wisconsin
50-99 employees
Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.
Retirement Benefits Rank
Top Benefits
PROVIDENT TRUST COMPANY
PROVIDENT TRUST COMPANY
Waukesha, Wisconsin
1-24 employees
Provident Trust Company is an SEC-Registered Investment Advisor and State of Wisconsin Chartered Trust Company with more than $1 billion of assets under management. Provident manages separate portfolios of $1 million or more and a proprietary mutual fund. Provident provides integrated financial forecasting, portfolio management and trust services for our clients. Our investment management expertise and fiduciary powers combine to provide what we believe is a great value to families and businesses seeking a stable group of experienced professionals to manage their financial affairs.
Retirement Benefits Rank
Top Benefits
JACOBUS ENERGY, LLC
JACOBUS ENERGY, LLC
Milwaukee, Wisconsin
100-499 employees
Jacobus Energy got its start in January, 1919 as Wauwatosa Fuel & Supply Company. Headed by C.C. Jacobus and his son Delwin, its business purpose was “buying, selling and dealing in coal, animal feed and building or other supplies.” Two teams of horses and five employees rounded out the organization. In the 1930’s, the business expanded into hauling cement and coal. It grew dramatically in the 1940’s, selling retail and wholesale coal, coke, petroleum products, wood and wood fuels. Taking advantage of the building boom that occurred after World War II, the company also sold construction materials such as brick, stone, tile, lumber, and cement. As Milwaukee expanded into the suburbs in the 1950’s, the Jacobus Company grew with it, under the direction of Delwin (D.C.) Jacobus. Homes built in outlying areas without gas lines all relied on oil-fired equipment, and Quickflash delivered oil to tens of thousands of customers. Delwin’s son, Charles D. Jacobus, Sr., continued to grow the business. Under his vision and leadership, the Jacobus Company experienced major growth during the 1960’s and 70’s. The company expanded rapidly, acquiring more than 20 heating oil companies in the 1970’s alone. The 1980’s marked the Jacobus Company’s entry into several new markets and services. In 1986, the company pioneered its first automated fueling site for commercial vehicles. The concept was an instant success, and Quick Fuel was born. Quick Fuel expanded rapidly into other Midwestern and Southern states and is now a leader in commercial fueling. For more information about the company, visit us a www.jacobusenergy.com and follow us on Facebook at www.facebook.com/mobilefueling.
Retirement Benefits Rank
Market Laggard
HEXAGON, INC.
HEXAGON, INC.
Pewaukee, Wisconsin
1-24 employees
Empowering an autonomous, sustainable future Hexagon is a global leader in digital reality solutions. We are putting data to work to boost efficiency, productivity, quality and safety across industrial, manufacturing, infrastructure, public sector, and mobility applications. Our technologies are shaping production and people-related ecosystems to become increasingly connected and autonomous – ensuring a scalable, sustainable future.
Retirement Benefits Rank
Market Competitive
ANNEX WEALTH MANAGEMENT, LLC
ANNEX WEALTH MANAGEMENT, LLC
Brookfield, Wisconsin
100-499 employees
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.
Retirement Benefits Rank
Below Market
ELLENBECKER INVESTMENT GROUP, INC.
ELLENBECKER INVESTMENT GROUP, INC.
Waukesha, Wisconsin
25-49 employees
At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is the best way to find that kind of true wealth. Our advisors will help you focus on three of the most important human dimensions: financial, personal and social well-being. We will take the time to understand what matters to you now and through all of life’s transitions. And most importantly, we will involve you along the way so you can gain both financial confidence and knowledge. We will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you – and which parts can use some improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy, anchored by our high standards. Through regular meetings, ongoing updates and individualized attention, we will keep you on the right path – and make sure you are always familiar with where your plan is taking you.  Advisory services offered through Ellenbecker Investment Group, Inc. (EIG), a Registered Investment Advisor. EIG does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation. Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.
Retirement Benefits Rank
Market Leading
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LEGACY PRIVATE TRUST COMPANY
LEGACY PRIVATE TRUST COMPANY
Neenah, Wisconsin
25-49 employees
Legacy is among the regions's preferred wealth advisory firms, with assets under management approaching 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As a fiduciary, we provide our clients with a totally objective, unbiased perspective in our delivery of investment and financial planning solutions. Based in Neenah, WI., we have offices in Oconomowoc, Madison & Wausau and are approaching 50 employees. Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer. The Legacy team brings decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, retirement planning, tax planning, estate planning and trust services, are based on thorough research, a disciplined investment process and structured risk management techniques. We also work closely with your other trusted advisors to make sure your goals are aligned with the services they provide you. In today's fast-paced global economy, the need for sophisticated, innovative and pro-active professional wealth management services is essential. Our client relationship managers specialize in wealth management services for: individuals and families, family-owned and managed businesses, foundations and endowments and retirement plans. Learn more about how we can help you build your Legacy: https://www.lptrust.com/ Hear more about our story here: https://www.lptrust.com/our-story/ What our clients are saying: https://www.lptrust.com/testimonials/ Legacy career page: https://www.lptrust.com/careers/
Retirement Benefits Rank
Market Competitive
REINHART PARTNERS, LLC
REINHART PARTNERS, LLC
Mequon, Wisconsin
1-24 employees
Reinhart Partners provides investment management services to institutions and high net-worth individuals.
Retirement Benefits Rank
Market Leading
SPECTRUM INVESTMENT ADVISORS, INC.
SPECTRUM INVESTMENT ADVISORS, INC.
Mequon, Wisconsin
25-49 employees
Spectrum Investment Advisors, Inc. was incorporated in 1995 as a Registered Investment Adviser registered directly with the SEC. We are built on the premise that achieving your financial goals depends on independent financial advice, timely research, and easy access to the investments and services that best fit your specific needs. Our tagline, “Colors Simplify Investing®”, represents the uniqueness of our education process and the ability of communicating with participants from all different industries and backgrounds. Our patented Spectrum Investor® Communication Process uniquely qualifies us to provide retirement consulting services through the use of the simplicity of colors to communicate investing. We have developed our own color-coded communication materials to educate participants and empower them in the selection and ongoing monitoring of their investment options. Registration with the SEC does not imply a certain level of skill or training. SIA does not approve or endorse any third-party communications on this site.
Retirement Benefits Rank
Market Leading
STEWART-PETERSON GROUP, INC.
STEWART-PETERSON GROUP, INC.
West Bend, Wisconsin
25-49 employees
Total Farm Marketing helps farmers develop strategies to harvest a better average price for their products. Regardless of size, location or type of operation our all-inclusive approach helps tame the volatility of the markets by delivering and supporting strategic hedging and cash decisions. Total Farm Marketing’s deep breadth of services include: Stewart-Peterson Inc., a publishing company that prepares farmers for the markets with data analytics on current commodities. Stewart-Peterson Group Inc. delivers experienced brokerage expertise helping you prepare for the markets. Stewart-Peterson Group Inc. is registered with the Commodity Futures Trading Commission (CFTC) as an introducing broker and is a member of National Futures Association. SP Risk Services helps dairy farmers efficiently protect revenue through insurance advice. SP Risk Services, LLC is an insurance agency and an equal opportunity provider. The TFM Managed pricing program delivers simple access to professional marketing through a managed contract. The TFM Managed Pricing Program and the managed contracts of which it is comprised, are offered by Indigo Ag. Recommendations for the TFM Managed Program are provided to Indigo Ag from Stewart-Peterson Inc. SP Risk Services LLC and Stewart-Peterson Inc. are wholly owned by Stewart-Peterson Group Inc. Unless otherwise noted, services referenced are services of Stewart-Peterson Group Inc. Past performance is not indicative of future results. No representation is being made that scenario planning, strategy, consistency or discipline will guarantee success or profits. Futures and options trading involve significant risk of loss and may not be suitable for everyone. Carefully consider whether such trading is suitable for your financial condition. Any decisions you may make to buy, sell or hold a futures or options position on such research are entirely your own and not in any way deemed to be endorsed by or attributed to Total Farm Marketing.
Retirement Benefits Rank
Market Laggard
PROVIDENT FINANCIAL CONSULTANTS, LLC
PROVIDENT FINANCIAL CONSULTANTS, LLC
Oshkosh, Wisconsin
1-24 employees
As a co-founder and CEO of Provident Financial Consultants, I make it a priority to ensure we are delivering only the highest level of personalized financial service to clients; a company based on trust, integrity, and commitment. I specialize in pre- and post-divorce planning. My others areas of focus include of tax planning, retirement planning and financial portfolio management.
Retirement Benefits Rank
Market Competitive
KOWAL INVESTMENT GROUP, LLC
KOWAL INVESTMENT GROUP, LLC
Brookfield, Wisconsin
1-24 employees
Kowal Investment Group is an independent family-owned, financial services organization that works closely with retired individuals or those nearing retirement, providing a conservative and sensitive approach to investment management. The firm has experienced staff and excellent customer service, earning Jeff Kowal, ChFC, CLU, AEP - President, his son Aaron Kowal, CFP® - Managing Director and their team, a respectable reputation in the greater Milwaukee and Phoenix areas. Jeff hosts “The Retirement Clinic,” a weekly call-in radio show aired Saturdays from 10:00 -11:00 a.m. on Milwaukee's News/Talk Radio 1130 WISN. Jeff, Aaron and other Kowal team members can also be heard every weekday on 1130 WISN at 3:05 and 5:05 p.m. with the daily Stock Market Reports. Our focus is strictly on those who are close to or already in retirement and it's been so for the past two decades. We focus on all areas associated with retirement, including: estate planning, investments, retirement income, taxes related to retirement and insurance. Kowal Investment Group is a registered investment advisor. For important disclosures please visit our website www.thekowalway.com
Retirement Benefits Rank
Market Leading