Browse Advisors
- Advisor Firms
- Individual Advisors
Match With An Advisor
Retirement Studies
About Us
- Terms of Service
- Privacy Policy

Browse
Wisconsin
Menomonee Falls

Find Financial Advisors in Menomonee Falls, WI

Adam Brophy
Andrew Kastenholz
Benjamin Trevino
Brennan Scheel
Bryan Becker
Christopher Clinton
Cory Verhaalen
Daniel Brown
Dave Isaacson
David Kroeninger
David Mathers
Earl Gauger
Jason Okrzesik
Jeffrey Ehrhardt
Jennifer Kohls
John Furrer
Marc Dion
Mark Steele
Michael Richardson
Nathan Corroy
Nathan Tyley
Peter Wagner
Phillip Strosahl
Robert Mathers
Rosalie Mathers
Ryan Hamilton
Scott Richardson
Stuart Friberg
Tanner Leister

About Us
Contact

Terms of Service
Privacy Policy
Form ADV Part 2A | Form CRS

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides, such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

Smartly made in NYC © 2025 SmartAsset, all rights reserved.