Find Top Financial Advisors Near Wausau, Wisconsin
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EVEXIA WEALTH, LLC
Stevens Point, Wisconsin
Evexia Wealth, LLC is a prominent local investment advisory firm headquartered in Stevens Point, Wisconsin. With six strategically located offices, the company serves a diverse clientele of over 460 individuals. As a testament to their expertise, Evexia Wealth manages an impressive $192,332,000 in assets under management.
One of the key strengths of Evexia Wealth lies in their extensive experience in handling employer 401Ks and individual accounts, which make up approximately half of their total assets. The firm's expertise and success in this space have established them as a trusted partner for clients seeking reliable investment advisory services.
The compensation structure at Evexia Wealth is designed to align with the best interests of their clients. They offer various options, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their pricing.
With a team of 19 dedicated professionals, Evexia Wealth boasts a talented roster of investment advisors. Among the firm's standout advisors are Jenna Laws, Joseph Watson, and Jessica Henrickson, who bring extensive experience and knowledge to the table.
Evexia Wealth takes pride in their discretionary approach to managing assets, which allows them to make informed investment decisions on behalf of their clients. This approach reflects their commitment to providing personalized and effective strategies tailored to each client's unique financial goals.
As Evexia Wealth continues to grow and serve their expanding client base, they remain steadfast in their mission to deliver exceptional investment advisory services and help their clients navigate the complexities of the financial landscape.
HECK CAPITAL ADVISORS, LLC
Rhinelander, Wisconsin
HECK CAPITAL ADVISORS, LLC is a reputable local investment advisory firm headquartered in Rhinelander, WI. With three offices strategically located, the company serves a wide range of clients seeking expert financial guidance. Comprised of a dedicated team of 21 professionals, HECK CAPITAL ADVISORS, LLC excels in delivering comprehensive investment advisory services.
Seventeen of their highly skilled employees are focused on providing tailored investment advice, helping clients navigate the complexities of the financial markets. With an average of $72,660,000 in assets under management per investment advisor, HECK CAPITAL ADVISORS, LLC maintains an industry-average position in terms of asset management efficiency.
The firm's compensation structure is designed to accommodate various client needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable and transparent fee arrangement for their unique investment objectives.
With an impressive client base exceeding 630 individuals, HECK CAPITAL ADVISORS, LLC manages assets valued at over $5,620,331,000. A noteworthy 24% of these assets fall under the firm's discretionary management, reflecting the trust and confidence clients have in their expertise.
HECK CAPITAL ADVISORS, LLC takes pride in its experienced team, including esteemed advisors such as John Reinthaler, Pamela Bishop, and Donna Blamberg, who boast some of the longest tenures within the firm. These seasoned professionals bring a wealth of knowledge and expertise to ensure clients' financial goals are met effectively and efficiently.
Whether clients seek wealth management, retirement planning, or investment strategies, HECK CAPITAL ADVISORS, LLC is committed to delivering top-notch advisory services, tailored to individual needs, with a focus on building lasting client relationships.
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HECK CAPITAL ADVISORS, LLC
Rhinelander, Wisconsin
HECK CAPITAL ADVISORS, LLC is a reputable local investment advisory firm headquartered in Rhinelander, WI. With three offices strategically located, the company serves a wide range of clients seeking expert financial guidance. Comprised of a dedicated team of 21 professionals, HECK CAPITAL ADVISORS, LLC excels in delivering comprehensive investment advisory services.
Seventeen of their highly skilled employees are focused on providing tailored investment advice, helping clients navigate the complexities of the financial markets. With an average of $72,660,000 in assets under management per investment advisor, HECK CAPITAL ADVISORS, LLC maintains an industry-average position in terms of asset management efficiency.
The firm's compensation structure is designed to accommodate various client needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable and transparent fee arrangement for their unique investment objectives.
With an impressive client base exceeding 630 individuals, HECK CAPITAL ADVISORS, LLC manages assets valued at over $5,620,331,000. A noteworthy 24% of these assets fall under the firm's discretionary management, reflecting the trust and confidence clients have in their expertise.
HECK CAPITAL ADVISORS, LLC takes pride in its experienced team, including esteemed advisors such as John Reinthaler, Pamela Bishop, and Donna Blamberg, who boast some of the longest tenures within the firm. These seasoned professionals bring a wealth of knowledge and expertise to ensure clients' financial goals are met effectively and efficiently.
Whether clients seek wealth management, retirement planning, or investment strategies, HECK CAPITAL ADVISORS, LLC is committed to delivering top-notch advisory services, tailored to individual needs, with a focus on building lasting client relationships.
BUSKA WEALTH MANAGEMENT, LLC
Wausau, Wisconsin
Buska Wealth Management, LLC, a local investment advisory firm headquartered in Wausau, WI, is renowned for its exceptional services in the wealth management industry. With a team of five highly skilled professionals dedicated to providing top-notch investment advisory services, Buska Wealth Management stands out in the field.
Led by some of the industry's most experienced advisors, including Ryan Connor, Zachary Kyhos, and Cole Bruner, the firm boasts a strong track record in delivering personalized financial strategies tailored to meet the unique needs of each client. Their expertise and comprehensive understanding of investment markets enable them to provide sound advice and deliver optimal results.
Buska Wealth Management has developed an impressive reputation for managing substantial assets, with an average of approximately $138,120,000 in assets under management per investment advisor. This figure surpasses the industry average, highlighting the firm's ability to handle significant portfolios effectively.
With over 1,050 individual clients and over $194,633,000 in assets under management, Buska Wealth Management has solidified its position as a trusted partner in financial planning. Their expertise extends to managing employer 401Ks and individual assets, reflecting their extensive experience and success in this domain.
Clients benefit from a variety of compensation structures offered by Buska Wealth Management, including a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive tailored services that align with their unique financial goals.
With two offices strategically located in Wausau, Buska Wealth Management is well-positioned to serve its clientele effectively. As a firm that manages 100% of its assets on a discretionary basis, they offer a seamless and proactive investment experience for their valued clients.
KERBERROSE WEALTH MANAGEMENT, LLC
Shawano, Wisconsin
Kerberrose Wealth Management, LLC, a local investment advisory firm based in Shawano, WI, is dedicated to providing comprehensive financial solutions to its clients. With over 1,120 individual clients and a substantial $592,830,000 in assets under management, they have established a reputation for delivering exceptional service.
Operating from five offices, Kerberrose Wealth Management, LLC offers a range of services to meet the diverse needs of their clientele. They serve as a registered representative of a broker-dealer, an insurance broker or agent, and an accountant or accounting firm. While they excel in managing employer funds, they also handle 401K and individual accounts, which account for less than 30% of their total assets under management.
With 74% of their managed assets being discretionary, clients trust Kerberrose Wealth Management, LLC's expertise and judgment in making investment decisions. Their compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, fixed fees, and commissions.
The firm boasts a dedicated team of nine employees, all of whom are experienced investment advisors committed to providing top-notch service. On average, each investment advisor oversees approximately $65,870,000 in assets under management, aligning with the industry average.
Notably, Kerberrose Wealth Management, LLC has a few long-tenured advisors, including Michael Rudolf, Scott Schewe, and Daniel Wotruba, who bring extensive knowledge and experience to the firm. Their collective expertise ensures that clients receive sound advice and personalized strategies tailored to their financial goals.
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