CFA financial advisors in Wisconsin
How do I find fee-only advisors who hold the CFA in Wisconsin?
In Wisconsin, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Andrew Ish of Prepared Financial Planning LLC, Nick Ziarek of Shakespeare Wealth Management, LLC and Alex Brusda of North Star Asset Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Andrew Ish Prepared Financial Planning LLC, Milwaukee Holds the CFP, CFA and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Nick Ziarek Shakespeare Wealth Management, LLC, Pewaukee Holds the CFP, CFA and EA. Fees on file: percentage of assets.
- Alex Brusda North Star Asset Management, Neenah Holds the CFP and CFA. Fees on file: percentage of assets.
- Michael Rodenbaugh Boardwalk Financial Strategies, Hartland Holds the CFP and CFA. Fees on file: percentage of assets.
- Bryan Minogue Kardinal Financial, Madison Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Paul Borges Borges Financial, Brookfield Holds the CFP and CFA. Fees on file: hourly, flat fee or retainer.
By the numbers
- Advisors listed
- 59
- Firms
- 33
- Cities
- 17
- Hold the CFP
- 27%
- Other credentials: CFA 100% · CPA 2% · EA 2%
- How they charge (of 59 with fees on file): percentage of assets 93% · fixed fees 51% · hourly 34% · ongoing planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Wisconsin are there?
The Wellspent public graph lists 59 fee-only advisors who hold the CFA in Wisconsin, at 33 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Wisconsin located?
Of the 59 fee-only advisors who hold the CFA in Wisconsin, 13 are in Neenah, followed by 11 in Milwaukee and 7 in Madison.
How do fee-only advisors who hold the CFA in Wisconsin charge?
The most common fee among fee-only advisors who hold the CFA in Wisconsin is a percentage of assets, used by 93% of the 59 with fees on file. Many use more than one: 51% charge fixed fees and 34% charge by the hour.
How many fee-only advisors who hold the CFA in Wisconsin hold the CFP?
27% of the 59 fee-only advisors who hold the CFA in Wisconsin hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in Wisconsin?
Fee-only financial advisors in Wisconsin charge a median of $3,000 a year for ongoing planning. We found this across the published prices of 14 Wisconsin firms.
How much does a one-time financial plan cost in Wisconsin?
A one-time financial plan from a fee-only firm in Wisconsin has a median price of $1,900. We found this across the published prices of 13 Wisconsin firms.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Wisconsin?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA in Wisconsin?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 59 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Andrew Ish | Prepared Financial Planning LLC | Milwaukee | CFP, CFA, CPA | Percentage of assets, Ongoing planning fee |
| Bryan Minogue | Kardinal Financial | Madison | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Nick Ziarek | Shakespeare Wealth Management, LLC | Pewaukee | CFA, CFP, BS, ChFC | Percentage of assets |
| Paul Borges | Borges Financial | Brookfield | CFA, CFP, MS | Hourly, Flat fee or retainer |
| Ryan Moran | Highland Investment Advisors | Brookfield | CFP, CFA | Percentage of assets, Fixed fees |
| Felipe Quaassdorff Molina | Walkner Condon Financial Advisors | Verona | CFA | Percentage of assets, Ongoing planning fee |
| Sylvain Michelin | Walkner Condon Financial Advisors | Verona | CFA | Percentage of assets, Ongoing planning fee |
| Raman Ghei | Tower View Wealth Management | Shorewood | CFA | Percentage of assets, Hourly |
| Alex Brusda | North Star Asset Management | Neenah | CFP, CFA | Percentage of assets |
| Michael Rodenbaugh | Boardwalk Financial Strategies | Hartland | CFP, CFA | Percentage of assets |
| Donald Swain | Professional Financial Management | Appleton | CFA | Percentage of assets, Hourly |
| Richard Schiller | Pavlic Investment Advisors | Delafield | CFA | Percentage of assets |
| William Warnke | Pavlic Investment Advisors | Delafield | CFA | Percentage of assets |
| Benjamin Van Handel | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Bradley Buchanan | North Star Asset Management | Menasha | CFA | Percentage of assets |
| David Hackfort | North Star Asset Management | Neenah | CFA | Percentage of assets |
| David Risgaard | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Drew Krepline | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Emil Haque | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Geoffry Penn | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Jacob Johnson | North Star Asset Management | Neenah | CFA | Percentage of assets |
| Jenna Laws | Evexia Wealth | Stevens Point | CFP, CFA | Percentage of assets, Hourly |
| Joshua Zahn | Resonant Capital Advisors | Brookfield | CFP, CFA | Percentage of assets, Hourly |
| K Robert Batchelor | Entasis Asset Management, LLC | Brookfield | CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Kelsey Wagner | PJS Investment Management | Cedarburg | CFP, AEP, CFA, M.Ed. | Percentage of assets, Fixed fees |
| Pamela Evason | Windermere Wealth Advisors | Elm Grove | CFA | Percentage of assets, Flat fee or retainer |
| Richard Thompson | Resonant Capital Advisors | Madison | CFP, CFA | Percentage of assets, Hourly |
| Brian Hellmer | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Michael Ebeling | Mendota Financial Group | Madison | CFA | One-time planning fee |
| Matthew Goetzke | Walleye Partners | Madison | CFA | Percentage of assets |
| Adam Sweet | Jacobson & Schmitt Advisors | Middleton | CFP, CFA | Percentage of assets, Fixed fees |
| Craig Peterman | Prism Wealth Management | Middleton | CFP, CFA | Percentage of assets |
| Joseph Martin | Goalbridge Wealth Management | Appleton | CFP, CFA | Percentage of assets, Fixed fees |
| Mitchell Carlson | Capital Investment Services of America | Milwaukee | CFP, CFA | Percentage of assets |
| Adam France | 1492 Capital Management | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Adam Peck | Riverwater Partners | Milwaukee | CFA | Percentage of assets, Hourly |
| Blake Bartlett | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Bradley Benz | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Brian Cayon | Fortress Planning Group | Pewaukee | CFA | Percentage of assets |
| Charles Batchelor | Entasis Asset Management | Brookfield | CFA | Percentage of assets, Fixed fees |
| Christi Salm | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Daniel Stier | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Frank Gambino | Isthmus Partners | Madison | CFA | Percentage of assets, Hourly |
| Jamie Brown | Endowment Wealth Management | Appleton | CFA | Percentage of assets, Hourly |
| Jason Kausalik | Operose Advisors | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Jeffrey Allsop | Capital Investment Services of America | Milwaukee | CFA | Percentage of assets |
| Joseph Frohna | 1492 Capital Management | Milwaukee | CFA | Percentage of assets, Fixed fees |
| Mark Shank | Lsia | Milwaukee | CFA | Percentage of assets |
| Mark Sprtel | Schaper Benz & Wise Investment Counsel | Neenah | CFA | Percentage of assets, Hourly |
| Michael Peters | Entasis Asset Management | Brookfield | CFA | Percentage of assets, Fixed fees |
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