Financial Service Group Inc is a small investment advisory firm based out of Mount Pleasant, WI. With one office location, they cater to a diverse clientele seeking expert financial guidance. The firm employs a total of nine professionals, with four dedicated to providing top-notch investment advisory services. With an average of $73,910,000 in assets under management per investment advisor, Financial Service Group Inc demonstrates solid performance, aligning closely with industry standards. Financial Service Group Inc's compensation structure offers various options, including hourly charges and fixed fees, ensuring flexibility for clients. Notably, approximately half of their assets under management come from employer 401Ks or individuals, reflecting their substantial expertise in this space. Moreover, the firm manages all of its assets—100%—discretionarily, enabling them to make independent investment decisions aligned with their clients' goals. Targeting high-net-worth individuals, Financial Service Group Inc skillfully manages a significant portfolio. They boast a roster of over 170 individual clients, with a combined $295,621,000 in assets under management. The firm takes pride in the experience and longevity of their advisors, with notable professionals such as Michael Haubrich, Justin Moilanen, and Justus Morgan among their ranks. Financial Service Group Inc distinguishes itself as a trusted and reliable partner for individuals seeking comprehensive financial planning and investment management solutions. With their talented team, diverse compensation options, and extensive experience in employer 401Ks and individual assets, they stand out in the competitive financial services landscape.

Client First Investment Management LLC, based out of West Bend, WI, is a well-established local investment advisory firm dedicated to putting the needs of their clients first. With over 460 individual clients and more than $128,200,000 in assets under management, they have earned a solid reputation for delivering personalized financial solutions. Operating from three offices, Client First Investment Management LLC offers comprehensive investment advisory services to a diverse clientele. Their expertise lies in managing assets derived from employer 401Ks and individuals, accounting for approximately half of their total assets under management. They possess extensive experience in this space, enabling them to provide tailored strategies and guidance to help clients achieve their financial goals. With a commitment to transparency and trust, Client First Investment Management LLC ensures that 100% of the assets they manage are discretionary. Their compensation structure is designed to align with their clients' best interests, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts a talented team of 16 employees, with nine dedicated to providing exceptional investment advisory services. Each investment advisor at Client First Investment Management LLC manages an average of approximately $14,240,000 in assets, reflecting their ability to handle substantial portfolios effectively. Notably, the firm takes pride in its experienced advisors, including industry veterans Paul Zarling, David Zarling, and Justin Krueger. Their long-standing commitment to delivering quality financial guidance has contributed to the firm's success and reputation in the industry. Client First Investment Management LLC stands as a reliable partner for individuals and employers seeking expert investment advisory services that prioritize their unique needs and financial aspirations.

PJS Investment Management, headquartered in Cedarburg, WI, is a reputable investment advisory firm providing comprehensive financial solutions to a diverse clientele. With a team of 15 talented professionals, including 6 dedicated investment advisors, PJS Investment Management offers expert guidance tailored to each client's unique needs. Backed by extensive industry knowledge, the firm boasts an impressive average of approximately $285,820,000 in assets under management per investment advisor, surpassing the industry standard. PJS Investment Management prides itself on its diverse compensation structure, which includes various methods such as a percentage of assets under management. Their client base consists of over 230 individuals, with assets under management exceeding $637,530,000. While the firm primarily serves high net worth individuals, they also possess the capacity to manage employer funds, although 401K and individual accounts constitute less than 30% of their total assets under management. With an emphasis on discretionary management, PJS Investment Management holds the trust of their clients, as 96% of the assets they manage are discretionary. Their local presence and commitment to personalized service make them a trusted partner in the Cedarburg community. The firm operates from a single office, and it boasts a team of seasoned advisors, including Patrick Sommerfield, Jason Lacey, and Kelly Mesarich, who have long been dedicated to the success of their clients' financial objectives. PJS Investment Management combines experience, expertise, and personalized attention to deliver exceptional investment advisory services, ensuring clients receive the tailored strategies and results they deserve.

The Milwaukee Company, headquartered in Thiensville, WI, is a prominent local investment advisory firm with a solid track record in the industry. Boasting a team of seven highly skilled professionals, they are dedicated to providing exceptional investment advisory services. With an average of $78,560,000 in assets under management per investment advisor, their expertise aligns with the industry average. Their compensation structure is flexible, including options such as a percentage of assets under management, fixed fees, and hourly charges. The Milwaukee Company manages an impressive portfolio, currently overseeing over $936,013,000 in assets for more than 10 individual clients. Their specialized focus lies in catering to high net worth individuals, reflecting their proficiency in handling substantial financial resources. Notably, all of the assets entrusted to The Milwaukee Company are managed on a discretionary basis, showcasing the firm's ability to make autonomous investment decisions in line with client goals and risk tolerances. With two offices, The Milwaukee Company maintains a strong local presence within the Thiensville community. The firm takes pride in its experienced team, with notable long-tenured advisors such as Jacob Willms, Shrey Patel, and Andrew Willms. These individuals bring extensive industry knowledge and expertise, further reinforcing the firm's reputation for delivering exceptional investment advisory services. Overall, The Milwaukee Company distinguishes itself as a trusted and reliable partner for individuals seeking comprehensive investment guidance, capitalizing on their local roots and experienced team to deliver superior results for their clients.

Blackhawk Capital Partners, LLC, a local investment advisory firm based in Thiensville, WI, is dedicated to providing exceptional investment advisory services. With a team of 8 highly skilled professionals, they deliver expert guidance to a diverse clientele of over 130 individual clients. Blackhawk Capital Partners manages a substantial portfolio of assets, totaling over $208,704,000 in assets under management. Their average assets under management per investment advisor, which stands at approximately $79,670,000, is on par with the industry average. The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients receive personalized services tailored to their unique needs. Blackhawk Capital Partners specializes in managing assets for high net worth individuals, with the majority of their portfolio catering to this segment. While they primarily focus on discretionary management, they possess the capability to effectively oversee employer funds. Moreover, they extend their expertise as a registered representative of a broker-dealer, insurance broker, or agent. With two office locations, Blackhawk Capital Partners is committed to providing local accessibility and personalized support to their valued clients. The firm boasts a team of experienced advisors, including Christopher Nei, Donald Tendick, and Kevin Perlberg, who have demonstrated long-standing commitment and expertise within the industry. Blackhawk Capital Partners, LLC stands out as a trusted partner in the field of investment advisory services, offering comprehensive solutions to help clients achieve their financial goals.

Spectrum Investment Advisors, Inc. is a leading local investment advisory firm headquartered in Mequon, WI, and boasting a single office. With a team of 22 highly skilled professionals, the majority of whom specialize in investment advisory services, Spectrum Investment Advisors, Inc. has established a reputation for excellence within the financial industry. The firm prides itself on its extensive experience and impressive track record of managing assets under management, which average approximately $34,720,000 per investment advisor. Spectrum Investment Advisors, Inc. employs a diverse compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with clients' unique needs. While Spectrum Investment Advisors, Inc. primarily focuses on managing individual client accounts, including 401Ks, they possess the expertise to effectively oversee employer funds as well. An overwhelming majority, 99% of the assets they manage, are under their discretion, allowing them to exercise sound judgment and implement personalized strategies that align with clients' financial goals. With an extensive client base, Spectrum Investment Advisors, Inc. serves over 200 individual clients, expertly managing their combined assets under management, which exceeds an impressive $590,280,000. The firm's long-standing success can be attributed to the expertise and dedication of their highly experienced advisors. Notably, some of the most tenured and respected advisors at Spectrum Investment Advisors, Inc. include Brian White, Manuel Rosado, and James Marshall. Spectrum Investment Advisors, Inc. is committed to providing exceptional financial advice, tailored investment strategies, and superior client service to help individuals and businesses navigate the complexities of the ever-changing financial landscape.

Denali Wealth Management, Inc. is a reputable investment advisory firm located in Mequon, WI, operating from two offices. With a team of eight dedicated professionals, six of whom specialize in investment advisory services, Denali Wealth Management, Inc. has established itself as a trusted partner in wealth management. Their impressive track record is evident through an average of $35,030,000 in assets under management per investment advisor. Committed to delivering exceptional service, Denali Wealth Management, Inc. offers a flexible compensation structure that includes various options such as a percentage of assets under management and fixed fees. While their expertise extends to managing employer funds, they primarily focus on discretionary assets, with 96% of the assets they manage falling under this category. With over 160 individual clients, Denali Wealth Management, Inc. oversees an impressive portfolio of assets under management, totaling more than $210,184,000. The firm takes pride in its experienced team, with notable long-tenured advisors like Mark Wierichs, Jeffrey Rochon, and Carl Valimont contributing to their success. Denali Wealth Management, Inc. distinguishes itself by prioritizing personalized investment strategies tailored to each client's unique financial goals and risk tolerance. Their comprehensive approach ensures that clients receive the utmost attention and expertise necessary for building and preserving wealth. As a local firm, Denali Wealth Management, Inc. is deeply rooted in the community, maintaining a strong commitment to providing exceptional financial guidance and investment solutions to individuals and businesses alike.

Pegasus Partners is a local investment advisory firm based out of Mequon, WI, with 21 employees and one office. With a strong focus on investment advisory services, 12 employees are dedicated to providing expert advice to their clients. The firm boasts an impressive average of $204,370,000 in assets under management per investment advisor, which exceeds the industry average. Pegasus Partners has built a solid reputation by offering a variety of compensation structures, including a percentage of assets under management. As a result, the firm manages approximately 78% of their assets on a discretionary basis, demonstrating their expertise in making informed investment decisions. Specializing in high net worth individuals, Pegasus Partners currently manages assets totaling over $2,452,420,000 for more than 180 individual clients. The firm's success can be attributed to their personalized approach and commitment to delivering tailored investment strategies that align with their clients' financial goals. Notably, Pegasus Partners takes pride in its team of experienced advisors, with several longstanding members such as Matthew Haas, Jolie Keller, and Katherine Wohlt. Their extensive knowledge and dedication contribute to the firm's ability to provide top-notch financial guidance and achieve superior results for their clients. With their deep expertise, impressive asset management figures, and commitment to client satisfaction, Pegasus Partners continues to be a trusted partner for individuals seeking comprehensive and personalized investment advice in the Mequon area and beyond.

Beadell A D Investment Counsel Inc, headquartered in Mequon, WI, is a reputable investment advisory firm serving clients in the region. With a single office, the firm comprises a dedicated team of two employees, each offering comprehensive investment advisory services. The firm's average assets under management per investment advisor amount to approximately $97,190,000, aligning with the industry average. Beadell A D Investment Counsel Inc employs a diverse compensation structure, including a percentage of assets under management. While their focus primarily lies on managing discretionary assets, they possess the expertise to handle employer funds in addition to serving 401K and individual accounts, which collectively account for less than 30% of their total assets under management. The firm's core clientele consists of high-net-worth individuals, and they proudly oversee a portfolio of over $194,388,000 in assets under management, distributed among more than 30 individual clients. Anthony Beadell and Jon Beadell are among the firm's longest-tenured registered advisors, contributing their extensive experience and knowledge to the organization. Beadell A D Investment Counsel Inc stands out for their commitment to providing personalized investment advisory services, ensuring that each client's financial goals and preferences are understood and catered to. With their expertise and dedication, the firm strives to deliver sound investment strategies that align with their clients' long-term objectives.

Riverwater Partners LLC is a reputable investment advisory firm based out of Milwaukee, WI. With 11 dedicated employees, they offer a range of financial services to their esteemed clients. Eight of these employees specialize in providing investment advisory services, ensuring that clients receive personalized and expert guidance. On average, each investment advisor at Riverwater Partners manages approximately $45,500,000 in assets under management, which aligns with the industry average. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can select a compensation model that best suits their needs. With an impressive client base, Riverwater Partners serves over 70 individual clients who entrust them with their financial portfolios. The firm manages assets worth over $746,660,000 on behalf of these clients, with 16% of these assets falling under their discretionary management. Riverwater Partners LLC operates from a single office in Milwaukee, WI, demonstrating their commitment to serving the local community. Notably, the firm boasts a team of highly experienced advisors, including Gregory Wait, Nathan Fredrick, and Matthew Drvaric, who have served the company diligently over the years. With their expertise, diverse compensation structure, and commitment to providing excellent service, Riverwater Partners LLC stands as a reliable and trusted partner for individuals seeking comprehensive investment advisory services in Milwaukee, WI, and beyond.

Uniplan Investment Counsel, Inc. is a highly regarded local investment advisory firm headquartered in Union Grove, WI, boasting two well-established offices. With a team of 11 dedicated professionals, the firm prides itself on providing exceptional investment advisory services to a diverse clientele. Nine of their employees specialize in offering comprehensive investment advice, ensuring that clients receive expert guidance tailored to their unique financial goals. An impressive statistic that sets Uniplan Investment Counsel, Inc. apart from its peers is the average assets under management per investment advisor, which stands at approximately $161,140,000. This figure surpasses the industry average, highlighting the firm's ability to attract and retain substantial client assets. Uniplan Investment Counsel, Inc.'s compensation structure is designed to align the interests of its advisors with those of their clients. It includes various types of compensation, such as a percentage of assets under management. The firm's expertise shines particularly in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Their proven track record in this area speaks to their proficiency in navigating the complexities of retirement planning and individual wealth management. Notably, 43% of the assets they manage are under discretionary management, demonstrating clients' confidence in Uniplan Investment Counsel, Inc.'s ability to make informed investment decisions on their behalf. With a substantial client base of over 3,820 individuals, Uniplan Investment Counsel, Inc. oversees an impressive $1,450,300,000 in assets under management. This success can be attributed in part to the tenure and expertise of registered advisors Kris Jamison and Richard Imperiale, who have been instrumental in the firm's growth and reputation. As a local investment advisory firm committed to excellence, Uniplan Investment Counsel, Inc. stands as a trusted partner, providing comprehensive investment advisory services to help clients achieve their financial objectives with confidence.