4 advisors with offices in Wausau. Credentials, fee structures, and minimums are disclosed on each listing.
Wausau, Wisconsin
Independent RIA
MBE Wealth is an independent registered investment advisor based in Wausau, Wisconsin, providing investment management, wealth management, and financial planning services. The firm works with clients in English.
View detailsWausau, Wisconsin
Madison Partners is a Wausau, Wisconsin-based firm providing investment management and retirement planning services. The firm specializes in retirement planning for its clients
View detailsWausau, Wisconsin
Insurance-Based
Northwestern Mutual Wausau is an insurance-based firm in Wausau, Wisconsin, providing financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and conducts business in English
View detailsWausau, Wisconsin
Peoples Wealth Management operates in Wausau, Wisconsin, providing investment management and wealth management services. The firm works with clients in English.
View detailsAdvisors serving Wausau 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.