WI · Fort Atkinson

Fiduciary advisors in Fort Atkinson, WI

2 advisors with offices in Fort Atkinson. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Fort Atkinson

Brockmann Financial Services

Fort Atkinson, Wisconsin

Independent RIA

Brockmann Financial Services is an independent registered investment advisory firm based in Fort Atkinson, Wisconsin, operating since 1990. The firm offers financial planning and insurance analysis services to clients in southern Wisconsin and beyond, with a team that includes a CFP (Kevin Giammalva), a Wealth Management Certified Professional (Jim Allan), and advisors holding FINRA Series registrations. The firm structures its approach around client education and planning aligned with individual circumstances and risk tolerance, incorporating biblical stewardship principles into its advisory philosophy.

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Financial Impact Advisors

Fiduciary ★5.0(43)

Fort Atkinson, Wisconsin

Insurance Planning

Financial Impact Advisors is an investment advisory firm in Fort Atkinson, Wisconsin. It acts as a fiduciary. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 43 Google reviews.

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Financial advisors in Fort Atkinson, Wisconsin

Advisors serving Fort Atkinson specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Wisconsin's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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