Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 100 near 53121
Out of 400,000+ nationwide
Daniel P
Series 66
Walworth, WI
Edward Jones
Retirement income strategy
Divorce financial planning
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Founder/Business Owner
Daniel M
Series 63
Fontana, WI
Edward Jones
Charitable giving & philanthropy
Multi-generational wealth transfer
Retirement income strategy
General retirement planning
Steven L
Series 63
Lake Geneva, WI
Edward Jones
Grant S
Series 66
Lake Geneva, WI
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Military & Veterans
Founder/Business Owner
Sheila B
Series 63
Lake Geneva, WI
Edward Jones
Divorce financial planning
Business ownership considerations
Retirement income strategy
General retirement planning
General estate planning guidance
Founder/Business Owner
Debra C
CFP®, Series 66
Delavan, WI
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Wealth management
Founder/Business Owner
Stacy W
CFP®, Series 63
Elkhorn, WI
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Dean A
Series 63, Series 65
Burlington, WI
Edward Jones
Retirement income strategy
General retirement planning
Michael P
Series 66
Burlington, WI
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
General retirement planning
Wealth management
Eric T
CFP®, Series 63
Burlington, WI
Edward Jones
Retirement income strategy
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Wealth management
Founder/Business Owner
© 2026 Warmer Holdings Inc. (“Warmer”)
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent
fiduciary advisors. Our advice is limited to these digital matches—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.
Finding advisors...
Loading...
Loading...
Loading...
Top 30 financial advisors of 100 near 53121
Out of 400,000+ nationwide