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🤫 Directory · consent-first

Near 54403. Wausau.

7 financial advisors & firms and 0 insurance agents verified near Wausau, WI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 54403

Associated Retirement Planners, INC.0 mi

RIA firm · Wausau, WI 54403 · Registered investment adviser

CRD 146922 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Myfamilycfo, INC.0 mi

RIA firm · Wausau, WI 54403 · Registered investment adviser

CRD 159400 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Borger Capital Management LLC0 mi

RIA firm · Wausau, WI 54403 · Registered investment adviser · $4M AUM

CRD 323065 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Midwest Professional Planners, LTD.9.7 mi

RIA firm · Wausau, WI 54401 · Registered investment adviser · $649M AUM

CRD 112995 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Buska Wealth Management, LLC9.7 mi

RIA firm · Wausau, WI 54401 · Registered investment adviser · $539M AUM

CRD 170627 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Hoff Private Wealth9.7 mi

RIA firm · Wausau, WI 54401 · Registered investment adviser · $177M AUM

CRD 301001 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Point Wealth, LLC9.7 mi

RIA firm · Wausau, WI 54401 · Registered investment adviser · $32M AUM

CRD 315625 · verify at the regulator

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

Nearby areas

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

  • Wausau, WI10 mi
  • Appleton, WI72 mi
  • Appleton, WI73 mi
  • Neenah, WI76 mi
  • Appleton, WI76 mi
  • Green Bay, WI80 mi
  • DE Pere, WI82 mi
  • Green Bay, WI83 mi
  • Altoona, WI95 mi
  • West Bend, WI131 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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