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Top 30 financial advisors of 85 near 53190
Out of 400,000+ nationwide
Megan M
Series 66
Janesville, WI
Edward Jones
College savings (529s, UTMA, etc.)
General estate planning guidance
Jose P
Series 66
Janesville, WI
Edward Jones
Lonnie K
CFP®, Series 66
Janesville, WI
Edward Jones
College savings (529s, UTMA, etc.)
Divorce financial planning
Retirement income strategy
General retirement planning
Equity Recipients (RS/RSU, SOP, ESPP)
Jesse D
Series 66
Janesville, WI
Edward Jones
Retirement income strategy
Charitable giving & philanthropy
Multi-generational wealth transfer
Wealth management
ESG / Sustainable investing
Religious/faith focused
Cari H
Series 63, Series 65
Milton, WI
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
Derek H
Series 66
Milton, WI
Edward Jones
Business ownership considerations
Business succession planning
Retirement income strategy
General estate planning guidance
Multi-generational wealth transfer
Military & Veterans
Intergenerational Families
David B
CFP®, Series 63
Whitewater, WI
Edward Jones
Retirement income strategy
Wealth management
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Founder/Business Owner
Ryan Q
Series 66
Whitewater, WI
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Wealth management
Professional Athlete
Alister H
Series 63, Series 65
Whitewater, WI
Edward Jones
Retirement income strategy
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Founder/Business Owner
Heather S
Series 66
Whitewater, WI
Edward Jones
Business ownership considerations
Planning for children with special needs
Wealth management
Founder/Business Owner
Intergenerational Families
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Top 30 financial advisors of 85 near 53190
Out of 400,000+ nationwide