{
  "path": "/advisors/wi",
  "url": "https://advisorcensus.com/advisors/wi/page/2",
  "page_type": "state",
  "title": "Financial advisors in Wisconsin",
  "filters": {},
  "scope_total": 416,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Wisconsin?",
      "a": "AdvisorCensus lists 416 investment advisory firms with a principal office in Wisconsin, from Form ADV filings as of October 2026: 196 SEC-registered, 180 state-registered, and 40 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Wisconsin?",
      "a": "156 of the 416 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Wisconsin offer financial planning?",
      "a": "253 of the 376 firms in Wisconsin that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Wisconsin fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 156 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 416 investment advisory firms with a principal office in Wisconsin, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Wisconsin: 416 firms from Form ADV filings as of October 2026.",
  "total_firms": 416,
  "page": 2,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 196,
    "state": 180,
    "exempt": 40
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 156
    },
    {
      "code": "percentage_of_aum",
      "count": 349
    },
    {
      "code": "hourly",
      "count": 171
    },
    {
      "code": "subscription",
      "count": 3
    },
    {
      "code": "fixed",
      "count": 208
    },
    {
      "code": "commissions",
      "count": 14
    },
    {
      "code": "performance_based",
      "count": 32
    },
    {
      "code": "other",
      "count": 49
    },
    {
      "code": "not_reported",
      "count": 40
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 152
    },
    {
      "code": "5_to_9",
      "count": 79
    },
    {
      "code": "10_to_19",
      "count": 100
    },
    {
      "code": "20_plus",
      "count": 82
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 96
    },
    {
      "code": "25m_100m",
      "count": 64
    },
    {
      "code": "100m_500m",
      "count": 98
    },
    {
      "code": "500m_1b",
      "count": 34
    },
    {
      "code": "1b_5b",
      "count": 36
    },
    {
      "code": "over_5b",
      "count": 19
    },
    {
      "code": "not_reported",
      "count": 69
    }
  ],
  "firms": [
    {
      "crd_number": 342294,
      "name": "Blackhorn Partners",
      "name_as_filed": "BLACKHORN PARTNERS",
      "url": "https://advisorcensus.com/firm/blackhorn-partners-middleton-wi-342294",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149544,
      "name": "Bleidorn Tax & Investment Services, LLC",
      "name_as_filed": "BLEIDORN TAX & INVESTMENT SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/bleidorn-tax-and-investment-services-llc-149544",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153995,
      "name": "Bluemound Asset Management, LLC",
      "name_as_filed": "BLUEMOUND ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bluemound-asset-management-llc-muskego-wi-153995",
      "city": "Muskego",
      "state": "WI",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165048,
      "name": "Boardwalk Financial Strategies LLC",
      "name_as_filed": "BOARDWALK FINANCIAL STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/boardwalk-financial-strategies-llc-hartland-wi-165048",
      "city": "Hartland",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322779,
      "name": "Bogenschneider, Ryan",
      "name_as_filed": "BOGENSCHNEIDER, RYAN",
      "url": "https://advisorcensus.com/firm/bogenschneider-ryan-elm-grove-wi-322779",
      "city": "Elm Grove",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 323065,
      "name": "Borger Capital Management LLC",
      "name_as_filed": "BORGER CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/borger-capital-management-llc-wausau-wi-323065",
      "city": "Wausau",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311906,
      "name": "Borges Financial",
      "name_as_filed": "BORGES FINANCIAL",
      "url": "https://advisorcensus.com/firm/borges-financial-311906",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332173,
      "name": "Breakthru Advisory Services, LLC",
      "name_as_filed": "BREAKTHRU ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/breakthru-advisory-services-llc-muskego-wi-332173",
      "city": "Muskego",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290939,
      "name": "Bridgeport Asset Management, LLC.",
      "name_as_filed": "BRIDGEPORT ASSET MANAGEMENT, LLC.",
      "url": "https://advisorcensus.com/firm/bridgeport-asset-management-llc-madison-wi-290939",
      "city": "Madison",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143550,
      "name": "Broadview Financial Management, LLC",
      "name_as_filed": "BROADVIEW FINANCIAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/broadview-financial-management-llc-wauwatosa-wi-143550",
      "city": "Wauwatosa",
      "state": "WI",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130919,
      "name": "Brook Capital",
      "name_as_filed": "BROOK CAPITAL",
      "url": "https://advisorcensus.com/firm/brook-capital-brookfield-wi-130919",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331360,
      "name": "Bruce Wood Capital, LLC",
      "name_as_filed": "BRUCE WOOD CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/bruce-wood-capital-llc-mequon-wi-331360",
      "city": "Mequon",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334654,
      "name": "BT REI Manager, LLC",
      "name_as_filed": "BT REI MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/bt-rei-manager-llc-madison-wi-334654",
      "city": "Madison",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 123252,
      "name": "Buena Vista Investment Management LLC",
      "name_as_filed": "BUENA VISTA INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/buena-vista-investment-management-llc-wisconsin-rapids-wi-123252",
      "city": "Wisconsin Rapids",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106283,
      "name": "Bultman Investment Management, Inc.",
      "name_as_filed": "BULTMAN INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/bultman-investment-management-inc-brookfield-wi-106283",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170627,
      "name": "Buska Wealth Management, LLC",
      "name_as_filed": "BUSKA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/buska-wealth-management-llc-wausau-wi-170627",
      "city": "Wausau",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 27108,
      "name": "Buttonwood Partners, Inc.",
      "name_as_filed": "BUTTONWOOD PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/buttonwood-partners-inc-madison-wi-27108",
      "city": "Madison",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157149,
      "name": "C.R. Haupt LLC",
      "name_as_filed": "C.R. HAUPT LLC",
      "url": "https://advisorcensus.com/firm/c-r-haupt-llc-eau-claire-wi-157149",
      "city": "Eau Claire",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318985,
      "name": "Calculated Wealth",
      "name_as_filed": "CALCULATED WEALTH",
      "url": "https://advisorcensus.com/firm/calculated-wealth-madison-wi-318985",
      "city": "Madison",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107003,
      "name": "Campbell Newman Asset Management Inc",
      "name_as_filed": "CAMPBELL NEWMAN ASSET MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/campbell-newman-asset-management-inc-milwaukee-wi-107003",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 54,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297717,
      "name": "Canopy Wealth Management",
      "name_as_filed": "CANOPY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/canopy-wealth-management-middleton-wi-297717",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113068,
      "name": "Capital Coordinators Company",
      "name_as_filed": "CAPITAL COORDINATORS COMPANY",
      "url": "https://advisorcensus.com/firm/capital-coordinators-company-eau-claire-wi-113068",
      "city": "Eau Claire",
      "state": "WI",
      "years_registered": 42,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145329,
      "name": "Capital Innovations, LLC",
      "name_as_filed": "CAPITAL INNOVATIONS, LLC",
      "url": "https://advisorcensus.com/firm/capital-innovations-llc-waukesha-wi-145329",
      "city": "Waukesha",
      "state": "WI",
      "years_registered": 15,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110639,
      "name": "Capital Investment Services of America Inc",
      "name_as_filed": "CAPITAL INVESTMENT SERVICES OF AMERICA INC",
      "url": "https://advisorcensus.com/firm/capital-investment-services-of-america-inc-milwaukee-wi-110639",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 46,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126173,
      "name": "Capital Management Investor Services, Inc.",
      "name_as_filed": "CAPITAL MANAGEMENT INVESTOR SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/capital-management-investor-services-inc-126173",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164385,
      "name": "Capital Midwest Advisors II, LLC",
      "name_as_filed": "CAPITAL MIDWEST ADVISORS II, LLC",
      "url": "https://advisorcensus.com/firm/capital-midwest-advisors-ii-llc-mequon-wi-164385",
      "city": "Mequon",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 282974,
      "name": "Capital Midwest Advisors III",
      "name_as_filed": "CAPITAL MIDWEST ADVISORS III",
      "url": "https://advisorcensus.com/firm/capital-midwest-advisors-iii-mequon-wi-282974",
      "city": "Mequon",
      "state": "WI",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 155263,
      "name": "Capital Wealth Advisors, Ltd.",
      "name_as_filed": "CAPITAL WEALTH ADVISORS, LTD.",
      "url": "https://advisorcensus.com/firm/capital-wealth-advisors-ltd-west-bend-wi-155263",
      "city": "West Bend",
      "state": "WI",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140,
      "name": "Carl M. Hennig, Inc.",
      "name_as_filed": "CARL M. HENNIG, INC.",
      "url": "https://advisorcensus.com/firm/carl-m-hennig-inc-oshkosh-wi-140",
      "city": "Oshkosh",
      "state": "WI",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338962,
      "name": "Castle Financial",
      "name_as_filed": "CASTLE FINANCIAL",
      "url": "https://advisorcensus.com/firm/castle-financial-338962",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314426,
      "name": "Cedar Road Capital LLC",
      "name_as_filed": "CEDAR ROAD CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/cedar-road-capital-llc-314426",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293172,
      "name": "Central Wealth Management LLC",
      "name_as_filed": "CENTRAL WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/central-wealth-management-llc-madison-wi-293172",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293191,
      "name": "Chambers Financial Group, LLC.",
      "name_as_filed": "CHAMBERS FINANCIAL GROUP, LLC.",
      "url": "https://advisorcensus.com/firm/chambers-financial-group-llc-green-bay-wi-293191",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313823,
      "name": "Character Capital LLC",
      "name_as_filed": "CHARACTER CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/character-capital-llc-milwaukee-wi-313823",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 35919,
      "name": "Charter Capital Management, Inc",
      "name_as_filed": "CHARTER CAPITAL MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/charter-capital-management-inc-brookfield-wi-35919",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 45,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111280,
      "name": "Christiansen Asset Management LLC",
      "name_as_filed": "CHRISTIANSEN ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/christiansen-asset-management-llc-mequon-wi-111280",
      "city": "Mequon",
      "state": "WI",
      "years_registered": 24,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135993,
      "name": "Circle R Wealth LLC",
      "name_as_filed": "CIRCLE R WEALTH LLC",
      "url": "https://advisorcensus.com/firm/circle-r-wealth-llc-crivitz-wi-135993",
      "city": "Crivitz",
      "state": "WI",
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325122,
      "name": "Clarke Financial Counsel, LLC",
      "name_as_filed": "CLARKE FINANCIAL COUNSEL, LLC",
      "url": "https://advisorcensus.com/firm/clarke-financial-counsel-llc-325122",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284060,
      "name": "CLF Asset Management, Inc.",
      "name_as_filed": "CLF ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/clf-asset-management-inc-madison-wi-284060",
      "city": "Madison",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "100m_500m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 282600,
      "name": "Client First Investment Management LLC",
      "name_as_filed": "CLIENT FIRST INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/client-first-investment-management-llc-west-bend-wi-282600",
      "city": "West Bend",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340600,
      "name": "CMG Wealth Advisors LLC",
      "name_as_filed": "CMG WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/cmg-wealth-advisors-llc-madison-wi-340600",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340229,
      "name": "Coast Advisory LLC",
      "name_as_filed": "COAST ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/coast-advisory-llc-east-troy-wi-340229",
      "city": "East Troy",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152325,
      "name": "Collar Capital Management, LLC",
      "name_as_filed": "COLLAR CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/collar-capital-management-llc-appleton-wi-152325",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337358,
      "name": "Compound Wealth, Advisory and Tax LLC",
      "name_as_filed": "COMPOUND WEALTH, ADVISORY AND TAX LLC",
      "url": "https://advisorcensus.com/firm/compound-wealth-advisory-and-tax-llc-waunakee-wi-337358",
      "city": "Waunakee",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167513,
      "name": "Conceptual Financial Advisors, LLC",
      "name_as_filed": "CONCEPTUAL FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/conceptual-financial-advisors-llc-appleton-wi-167513",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 14762,
      "name": "Coordinated Capital Securities, Inc.",
      "name_as_filed": "COORDINATED CAPITAL SECURITIES, INC.",
      "url": "https://advisorcensus.com/firm/coordinated-capital-securities-inc-fort-atkinson-wi-14762",
      "city": "Fort Atkinson",
      "state": "WI",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169978,
      "name": "Copper Harbor Investment Advisors, LLC",
      "name_as_filed": "COPPER HARBOR INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/copper-harbor-investment-advisors-llc-appleton-wi-169978",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317183,
      "name": "Cornerstone Financial Consulting, LLC",
      "name_as_filed": "CORNERSTONE FINANCIAL CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-financial-consulting-llc-depere-wi-317183",
      "city": "Depere",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 324255,
      "name": "Cornerstone Financial Group",
      "name_as_filed": "CORNERSTONE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/cornerstone-financial-group-appleton-wi-324255",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151866,
      "name": "Cornerstone Financial Planning, Inc.",
      "name_as_filed": "CORNERSTONE FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/cornerstone-financial-planning-inc-appleton-wi-151866",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "commissions"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/wi/milwaukee",
      "name": "Milwaukee",
      "msa_name": "Milwaukee-Waukesha, WI",
      "state_code": "WI",
      "firm_count": 160
    },
    {
      "path": "/advisors/wi/madison",
      "name": "Madison",
      "msa_name": "Madison, WI",
      "state_code": "WI",
      "firm_count": 77
    },
    {
      "path": "/advisors/wi/appleton",
      "name": "Appleton",
      "msa_name": "Appleton, WI",
      "state_code": "WI",
      "firm_count": 25
    },
    {
      "path": "/advisors/wi/green-bay",
      "name": "Green Bay",
      "msa_name": "Green Bay, WI",
      "state_code": "WI",
      "firm_count": 22
    },
    {
      "path": "/advisors/wi/oshkosh",
      "name": "Oshkosh",
      "msa_name": "Oshkosh-Neenah, WI",
      "state_code": "WI",
      "firm_count": 10
    },
    {
      "path": "/advisors/wi/eau-claire",
      "name": "Eau Claire",
      "msa_name": "Eau Claire, WI",
      "state_code": "WI",
      "firm_count": 9
    },
    {
      "path": "/advisors/wi/wausau",
      "name": "Wausau",
      "msa_name": "Wausau, WI",
      "state_code": "WI",
      "firm_count": 7
    },
    {
      "path": "/advisors/wi/la-crosse",
      "name": "La Crosse",
      "msa_name": "La Crosse-Onalaska, WI-MN",
      "state_code": "WI",
      "firm_count": 5
    },
    {
      "path": "/advisors/wi/kenosha",
      "name": "Kenosha",
      "msa_name": "Kenosha, WI",
      "state_code": "WI",
      "firm_count": 4
    },
    {
      "path": "/advisors/wi/sheboygan",
      "name": "Sheboygan",
      "msa_name": "Sheboygan, WI",
      "state_code": "WI",
      "firm_count": 3
    },
    {
      "path": "/advisors/wi/janesville",
      "name": "Janesville",
      "msa_name": "Janesville-Beloit, WI",
      "state_code": "WI",
      "firm_count": 2
    },
    {
      "path": "/advisors/wi/racine",
      "name": "Racine",
      "msa_name": "Racine-Mount Pleasant, WI",
      "state_code": "WI",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/wi",
      "label": "Financial advisors in Wisconsin"
    },
    "fee_pages": [
      {
        "path": "/advisors/wi/fee-only",
        "label": "Fee-only financial advisors in Wisconsin",
        "firm_count": 156
      },
      {
        "path": "/advisors/wi/flat-fee",
        "label": "Flat-fee financial advisors in Wisconsin",
        "firm_count": 208
      },
      {
        "path": "/advisors/wi/hourly",
        "label": "Hourly financial advisors in Wisconsin",
        "firm_count": 171
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/wi.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}