Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 113 near 53181
Out of 400,000+ nationwide
Michael P
Series 66
Burlington, WI
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
General retirement planning
Wealth management
Macklin L
Series 66
Fox Lake, IL
Edward Jones
Divorce financial planning
Retirement income strategy
General retirement planning
Wealth management
Divorced
Intergenerational Families
David B
Series 66
Union Grove, WI
Edward Jones
Dean A
Series 63, Series 65
Burlington, WI
Edward Jones
Retirement income strategy
General retirement planning
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
Kira C
Series 63, Series 66
Antioch, IL
Edward Jones
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Gary S
Series 66
Lindenhurst, IL
Edward Jones
Retirement income strategy
General retirement planning
Multi-generational wealth transfer
General estate planning guidance
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
Christina Z
Series 66
Union Grove, WI
Edward Jones
Richard T
Series 66
Twin Lakes, WI
Edward Jones
Charitable giving & philanthropy
Retirement income strategy
General retirement planning
Wealth management
ESG / Sustainable investing
© 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 113 near 53181
Out of 400,000+ nationwide