Best Financial Advisors in MEQUON, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MEQUON
REINHART PARTNERS, LLC
MEQUON, WI · Since 1991
BEADELL A D INVESTMENT COUNSEL INC
MEQUON, WI · Since 1975
DENALI WEALTH MANAGEMENT, INC.
MEQUON, WI · Since 2010
RICHMOND INVESTMENT SERVICES LLC
MEQUON, WI · Since 2024
THE KIECKHEFER GROUP
MEQUON, WI · Since 2024
SPECTRUM INVESTMENT ADVISORS, INC.
MEQUON, WI · Since 1999
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MEQUON?
The median advisory fee in MEQUON, WI is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.