Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 130 near 53085
Out of 400,000+ nationwide
Thomas S
CFP®, Series 63
Sheboygan, WI
Edward Jones
Thomas L
CFP®, Series 66
Plymouth, WI
Fidelity
Tom Lucash is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2019. He has 22 years of experience in the financial industry. Prior to his current role, Tom worked as an Investment Solutions Consultant at New York Life Insurance Co. from 2005 to 2018 and as a Financial Advisor at Morgan Stanley from 2003 to 2004. Tom partners with his clients to understand their financial goals and aspirations, developing customized plans aimed at flexibility, comfort, and sustainability. His professional experience spans various aspects of financial consulting and investment solutions. Outside of his professional work, Tom enjoys family activities, fitness, golf, hiking, spending time with pets, and reading.
Anne W
Series 66
Sheboygan, WI
Edward Jones
Jason F
Series 63, Series 65
Kohler, WI
Edward Jones
Eric D
Series 66
Plymouth, WI
Edward Jones
Paul L
Series 63, Series 66
Plymouth, WI
Edward Jones
Mary T
Series 66
Sheboygan, WI
Edward Jones
Annie L
Series 66
Plymouth, WI
Edward Jones
Pamela O
Series 63, Series 66
Sheboygan, WI
Pamela Otten LLC
Jonathan D
CFA®, Series 63
Plymouth, WI
The Olympia Group LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 30 financial advisors of 130 near 53085
Out of 400,000+ nationwide