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Wisconsin Financial Planners

Paul R. Serdynski, CFP®
Rozman Wealth Management/Wells Fargo Advisors
675 North Barker Road Suite 220
Brookfield, WI 53045-5915
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(262) 798-7979

Compensation Method: Commission and Fee
Minimum Investable Assets: $2,000,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, General Financial Planning, Insurance Planning, Investment Planning
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Grace F. Rossman, CFP®
Thrivent Financial for Luthera
160 S Madison Ave
Sturgeon Bay, WI 54235-2712
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(920) 743-9143

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning, General Financial Planning, Insurance Planning
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John W. Ellison, CFP®
John Ellison Advisory Grp., Ltd.
19035 W. Capitol Drive
Ste 100
Brookfield, WI 53045-2755
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(262) 785-1914

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
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Jay D Hinkens, CFP®
Point B Wealth Advisors
2417 Parmenter St
Middleton, WI 53562-2651
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(608) 831-5433

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
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Michael A. Zolondek, CFP®
Principal Financial Group, Inc.
351 Grayside Ave
Mauston, WI 53948-1918
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(262) 361-2869

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
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Bradley C. Baldridge, CFP®
10521 W Layton Avenue
Ste 200
Greenfield, WI 53228-3226
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(414) 529-9400

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
[divider]
Maureen L. McCabe, CFP®
Tower Square Securities
6025 N. Green Bay Ave.

Milwaukee, WI 53209-3811
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(414) 351-5200

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning
[divider]
Debra A. Trapman, CFP®
Cambridge Investment Research, Inc.
10521 W Layton Avenue
Suite 200
Greenfield, WI 53228-3226
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(414) 529-5599

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
[divider]
Sheila M. Handrick, CFP®
Wipfli Hewins Investment Advisors
2501 W. Beltline Hwy
Suite 401
Madison, WI 53713-2321
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(608) 270-2999

Compensation Method: Fee Only
Minimum Investable Assets: $400,000
Languages: Spanish, English

Specialties: Banking, Comprehensive Financial Planning, Divorce Issues, Education Planning, General Financial Planning, Intergenerational Planning, Investment Management
[divider]
Brian J. Konop, CFP®
Wells Fargo Advisors, LLC
100 E Wisconsin Ave Ste 1200
Milwaukee, WI 53202-4107
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(414) 224-7173

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
[divider]
Chad J. Karl, CFP®
WRP Investments
33 E. Racine St
Janesville, WI 53545-4855
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(186) 676-5242 x3

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Accounting, Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning
[divider]
Brent A. Lindell, CFP®
Savant Capital Management, Inc.
1200 John Q Hammons Dr Ste 101A
Madison, WI 53717-1967
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(608) 831-1300

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
[divider]
Hank Tajkowski, CFP®
Wealth Logic Solutions
1745 E Road 4
Edgerton, WI 53534-8758
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Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning, Insurance Planning
[divider]
Jeffrey Scott Hoppenworth, CFP®
Principal Financial Group, Inc.
10200 W Innovation Dr Ste 800
Milwaukee, WI 53226-4827
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(414) 203-1944

2027 Empire Dr
Waukesha, WI 53186-2616
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Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care
[divider]
Jeffrey W. Hart, CFP®
3203 Sherman St
Eau Claire, WI 54701-6665
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Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

Specialties: Comprehensive Financial Planning, Debt Management, Divorce Issues, Estate Planning, Retirement Planning, Wealth Management
[divider]
Edward C Fox, CFP®
Ameriprise Financial
2711 Stewart Ave
Wausau, WI 54401-4140
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(715) 849-3697

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
[divider]
William R. Sommers, CFP®
Ameriprise Financial Services, Inc.
13890 Bishops Drive
Suite 200
Brookfield, WI 53005-6611
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(262) 432-0367

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
[divider]
Roger L Vandermus, CFP®
Northwestern Mutual
201 Main St Ste 920
La Crosse, WI 54601-3392
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(608) 782-5742

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
[divider]
Geraldine M. Parrott, CFP®
Red Oak Asset Management Inc
2158 Atwood Ave Ste 101
Madison, WI 53704-5465
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(608) 240-1616

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Divorce Issues, LGBT Individuals and Couples, Life Planning, Life Transitions
[divider]
James W. Hietpas, CFP®
Wells Fargo Advisors
1270 N Westhill Blvd
Appleton, WI 54914-5796
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(920) 731-1150

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning

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