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Financial Advisors in Middleton, Wisconsin

Our hand-picked list of 6 financial advisors serving Middleton, Wisconsin. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Middleton

Financial professionals in Middleton should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Wisconsin securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Wisconsin, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Middleton

CANOPY WEALTH MANAGEMENT

8215 GREENWAY BOULEVARD, MIDDLETON, WI 53562

📞 (608) 662-••••

Is this your business? Get priority leads →

GOOGINS ADVISORS, INC.

6417 UNIVERSITY AVENUE, MIDDLETON, WI 53562

📞 (608) 514-••••

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MILESTONE INVESTMENT ADVISORS, LLC

6702 STONEFIELD ROAD, MIDDLETON, WI 53562

📞 (608) 826-••••

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SENTINEL ADVISORY GROUP, LLC

1600 ASPEN COMMONS, MIDDLETON, WI 53562

📞 (608) 579-••••

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JACOBSON & SCHMITT ADVISORS, LLC

8333 GREENWAY BLVD

📞 (608) 662-••••

Is this your business? Get priority leads →

ERN FINANCIAL, LLC

8215 GREENWAY BOULEVARD

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Frequently Asked Questions

Where can I find financial advisors in Middleton, Wisconsin?

Middleton, Wisconsin has 6 financial advisors listed in our directory. CANOPY WEALTH MANAGEMENT is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Wisconsin?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Wisconsin, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Middleton?

Financial professionals in Middleton should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Wisconsin securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Middleton?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Middleton-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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