WI · Pewaukee

Fiduciary advisors in Pewaukee, WI

3 advisors with offices in Pewaukee. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Pewaukee

FiduciaOne, LLC

Pewaukee, Wisconsin

FiduciaOne is a fee-based fiduciary advisory firm in Pewaukee, Wisconsin, registered in Wisconsin and California. Led by Jennifer Hipkiss (CFP®, EA, MSFP), the firm offers investment management, tax planning and strategy, comprehensive financial planning, retirement planning, estate planning, and business owner solutions, serving professionals, couples, and small business owners. The firm employs a holistic, life-stage-based planning approach that integrates tax optimization with wealth management and conducts regular strategy reviews; it operates independently without proprietary products and is affiliated with Charles Schwab for custodial services.

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LaSalle Investment Advisors, Inc.

Pewaukee, Wisconsin

LaSalle Investment Advisors is a Pewaukee-based firm founded in 1984 that provides financial planning and investment management services, including individually managed stock portfolios (20+ stocks per client), ETFs, bonds, and various retirement and education accounts. The firm operates on a fee-based fiduciary model and employs a fundamentals-driven investment approach with quarterly oversight by its investment committee. Led by principals John Fitzgerald and John Maresh, the firm serves clients through customized portfolio construction, strategic diversification across U.S. and international markets, and services spanning 401(k)s, IRAs, 529 plans, and trust accounts.

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Poker Financial Group

★5.0(25)

Pewaukee, Wisconsin

Insurance Planning

Poker Financial Group, based in Pewaukee, Wisconsin, provides financial planning, investment management, and insurance analysis services. Led by founder and CEO Zach Poker alongside financial planner Howard Riemann, the firm works with clients through a discovery-driven process that includes strategy development, implementation guidance, ongoing monitoring, and client education. The firm holds securities licenses in Arizona, California, Nebraska, New York, and Wisconsin, and insurance licenses across a broader set of states including Arizona, Florida, Illinois, Indiana, Michigan, Nebraska, New York, Pennsylvania, Tennessee, Texas, and Wisconsin.

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Financial advisors in Pewaukee, Wisconsin

Advisors serving Pewaukee 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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