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🤫 Directory · consent-first

Near 53147. Lake Geneva.

11 financial advisors & firms and 24 insurance agents verified near Lake Geneva, WI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 53147

Geneva Partners, LLC0 mi

RIA firm · Lake Geneva, WI 53147 · Registered investment adviser · $424M AUM

CRD 130768 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Kramer Investment Services, LLC0 mi

RIA firm · Lake Geneva, WI 53147 · Registered investment adviser · $63M AUM

CRD 169769 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Form Wealth Advisors, LLC0 mi

RIA firm · Lake Geneva, WI 53147 · Registered investment adviser · $1.1B AUM

CRD 326519 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Barrett Wealth Connection LLC13.7 mi

RIA firm · Spring Grove, IL 60081 · Registered investment adviser · $148M AUM

CRD 161020 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
D/b/a Financial Awareness Institute13.8 mi

RIA firm · Sharon, WI 53585 · Registered investment adviser · $15M AUM

CRD 122763 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Coast Advisory LLC17 mi

RIA firm · East Troy, WI 53120 · Registered investment adviser · $122M AUM

CRD 340229 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Utes Wealth Strategies19.3 mi

RIA firm · Antioch, IL 60002 · Registered investment adviser

CRD 300310 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fiat Lux Capital Management21.1 mi

RIA firm · Waterford, WI 53185 · Registered investment adviser · $40M AUM

CRD 334615 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
American Community Wealth Management, LLC23.5 mi

RIA firm · Crystal Lake, IL 60014 · Registered investment adviser · $195M AUM

CRD 147376 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Piershale Wealth Management, LLC23.5 mi

RIA firm · Crystal Lake, IL 60014 · Registered investment adviser · $27M AUM

CRD 312770 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sansone CPA & Financial23.5 mi

RIA firm · Crystal Lake, IL 60014 · Registered investment adviser

CRD 338455 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 53147

Hill & Stone Insurance Agency35.5 mi

Insurance · Lake Bluff, IL 60044 · Est. 1912; high-value/coastal homes, antique autos, fine art, collections, umbrella; serves Lake Bluff, Lake Forest, Kenilworth, Wilmette

This is you? Claim itclaimable & removable by its owner
Dave Kelley36.6 mi

Insurance · Allstate · Milwaukee, WI 53220 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Price Insurance (now EPIC Private Client)37.3 mi

Insurance · Lake Forest, IL 60045 · 4th-generation family agency (est. 1937); affluent North Shore personal lines; acquired by EPIC's Private Client practice (2025)

This is you? Claim itclaimable & removable by its owner
Webb Insurance Group37.3 mi

Insurance · Lake Forest, IL 60045 · Independent agency, personal and commercial lines, 250 E Illinois Rd

This is you? Claim itclaimable & removable by its owner
Jeff Smith37.3 mi

Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life in Lake Forest

This is you? Claim itclaimable & removable by its owner
Craig Perry37.3 mi

Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life; 20+ years serving Lake Forest

This is you? Claim itclaimable & removable by its owner
Chap Waters37.3 mi

Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life in Lake Forest

This is you? Claim itclaimable & removable by its owner
Alex Ferreira39.9 mi

Insurance · Allstate · Milwaukee, WI 53215 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Roger Channing40.2 mi

Insurance · Farmers · Milwaukee, WI 53207 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
ISU Insurance Services – R. Pucin & Associates41.8 mi

Insurance · Highland Park, IL 60035 · Independent agency; home, auto, umbrella, life, commercial; 584A Roger Williams Ave

This is you? Claim itclaimable & removable by its owner
Wenk Insurance Agency, Inc.41.8 mi

Insurance · Highland Park, IL 60035 · Family-owned independent est. 1932; all personal lines; 600 Central Ave

This is you? Claim itclaimable & removable by its owner
Joe Palminteri41.8 mi

Insurance · State Farm · Highland Park, IL 60035 · Home, auto, life in Highland Park

This is you? Claim itclaimable & removable by its owner
Wyatt Dowling41.8 mi

Insurance · State Farm · Highland Park, IL 60035 · Home, auto, life in Highland Park

This is you? Claim itclaimable & removable by its owner
Juan Fonseca41.8 mi

Insurance · State Farm · Highland Park, IL 60035 · Serves Highland Park, Lake Forest, Highwood; agent since 2021

This is you? Claim itclaimable & removable by its owner
Litke Financial Group (Edward Litke)41.8 mi

Insurance · Allstate · Highland Park, IL 60035 · 45+ years; auto, home, condo, life; serves Highland Park, Glencoe, Lake Forest, Deerfield

This is you? Claim itclaimable & removable by its owner
INS-ALL, Inc.42.2 mi

Insurance · Highland Park, IL · Independent agency; personal and commercial property/home insurance

This is you? Claim itclaimable & removable by its owner
Dasco Insurance Agency, Inc.43 mi

Insurance · Northbrook, IL 60062 · Independent multi-carrier; home, auto, business; 628 Academy Dr

This is you? Claim itclaimable & removable by its owner
Todd Markman43 mi

Insurance · State Farm · Northbrook, IL 60062 · Northbrook + Wilmette offices; serves Glencoe, Winnetka, Kenilworth

This is you? Claim itclaimable & removable by its owner
Matt Bauer43 mi

Insurance · State Farm · Northbrook, IL 60062 · 19+ years; auto/home for Northbrook, Wilmette, Glencoe

This is you? Claim itclaimable & removable by its owner
Kevin Taalman43 mi

Insurance · Allstate · Northbrook, IL 60062 · Personal financial representative; serves Northbrook through Lake Forest, Lake Bluff, Glencoe, Winnetka

This is you? Claim itclaimable & removable by its owner
Jonathan Rogin43 mi

Insurance · Farmers · Northbrook, IL 60062 · Auto, home, business insurance in Northbrook

This is you? Claim itclaimable & removable by its owner
Andrew J. McCabe43.2 mi

Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Cyndy Johnson43.2 mi

Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Bob Vitt44.2 mi

Insurance · State Farm · Milwaukee, WI 53202 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Lake Geneva, WI.

  • Crystal Lake, IL23 mi
  • Libertyville, IL32 mi
  • Barrington, IL32 mi
  • Waukesha, WI33 mi
  • Rockford, IL34 mi
  • Delafield, WI34 mi
  • Waukesha, WI34 mi
  • Lake Bluff, IL35 mi
  • Buffalo Grove, IL37 mi
  • Lincolnshire, IL37 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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