Madison, Wisconsin


The following is a local directory of financial planning companies in Madison, Wisconsin. Your personal wealth is something that should never be taken lightly. Hiring a financial planner can help guide you along the correct path for investments, savings, purchases, etc. Financial planners are commonly used for people that struggle with their finances and can be a valuable tool to anyone. This page contains resources that should help you find financial planners near Madison, Wisconsin.



Ameriprise Financial
2912 Marketplace Dr # 100
Fitchburg, WI
(608) 663-7526

Peter J Shulla Planning Group
4510 Regent St
Madison, WI
(608) 238-9196

Clifton Gunderson Financial Services
440 Science Dr # 400
Madison, WI
(608) 232-2900

Merrill Lynch
2 E Mifflin St # 900
Madison, WI
(608) 256-7111

World Financial Group
2801 Coho St # 202
Madison, WI
(608) 276-6060

Raymond James Financial Services
5590 Monona Dr
Monona, WI
(608) 222-8959

MassMutual Financial Group
525 Junction Rd # 8100N
Madison, WI
(608) 829-0015

Raymond James Financial Services
3762 E Washington Ave
Madison, WI
(608) 282-6316

Thrivent Financial-Lutherans
1250 Femrite Dr
Monona, WI
(608) 223-9570

North Star Resource Group
2945 Triverton Pike Dr # 200
Fitchburg, WI
(608) 271-9100

Consulting Services Ltd
4200 University Ave # 2050
Madison, WI
(608) 233-9769

Principal Life Insurance
7617 Mineral Point Rd
Madison, WI
(608) 833-8800

TASC (Total Administrative Services Corporation)
2302 International Ln
Madison, WI
(800) 422-4661

Wipfli
2901 W Beltline Hwy # 201
Madison, WI
(608) 274-1980

Waddell & Reed Inc
49 Kessel Ct # 208
Madison, WI
(608) 270-9720

Summit Credit Union: Downtown
307 E Wilson St
Madison, WI
(608) 243-5000

Raymond James Financial Services
7609 Elmwood Ave # 102
Middleton, WI
(608) 836-5133

M&I Financial Advisors
7447 University Ave
Middleton, WI
(608) 836-2111

Ameriprise Financial
5325 Wall St
Madison, WI
(608) 240-9140

RMR Financial Advisors LLC
6425 Odana Rd
Madison, WI
(608) 275-3442

Trinity Financial Planning
6405 Century Ave # 104
Middleton, WI
(608) 829-1010

Genworth Financial
8313 Greenway Boulevard, Suite 220
Middleton, WI
(608) 662-8200

M & I Financial Advisors
5250 Verona Rd
Fitchburg, WI
(608) 288-5603

Harbour Investments Inc
1 Odana Ct # 1
Madison, WI
(608) 274-7744

CFL Financial LLC
6320 Monona Dr # 320
Monona, WI
(608) 224-1955

Empowered Financial Group
6200 Gisholt Drive Suite 203
Madison, WI
(608) 221-9521

Katie Guenther State Farm
2984 Triverton Pike Drive
Madison, WI
(608) 274-7120

BC Ziegler & Co
698 S Whitney Way
Madison, WI
(608) 277-1236

Suby Von Haden & Associates
1221 John Q Hammons Dr
Madison, WI
(608) 831-8181

Patrick Marsden State Farm
14 N Carroll St
Madison, WI
(608) 255-4544

First Business Trust & Investments
Ste 100, 401 Charmany Dr
Madison, WI
(608) 218-8000

Oak Bank
5951 McKee Rd
Fitchburg, WI
(608) 441-6000

Lincoln Financial Advisors
406 Science Dr # 100
Madison, WI
(608) 231-2231

Primerica Financial Services
6320 Monona Dr # 308
Monona, WI
(608) 226-0911