The 7 Biggest Financial Consulting Firm in Wisconsin

Wisconsin is home to some of the largest and most prestigious financial consulting firms in the United States. These firms provide a wide range of services to individuals, businesses, and institutions, including investment management, financial planning, and risk management. Here are the 5 largest financial consulting firms in Wisconsin:

• Robert W. Baird & Co.

Robert W. Baird & Co. is a leading financial services firm headquartered in Milwaukee, Wisconsin. The company was founded in 1919 and has grown to become one of the largest investment banks in the United States. Baird offers a wide range of services to individuals, businesses, and institutions, including investment management, financial planning, and private banking.

• BMO Harris Bank

BMO Harris Bank is a subsidiary of BMO Financial Group, one of the largest banks in Canada. The bank has a long history in Wisconsin, dating back to the 1850s. BMO Harris Bank offers a full range of financial services, including banking, lending, investment management, and financial planning.

• Associated Bank

Associated Bank is a regional bank headquartered in Green Bay, Wisconsin. The bank was founded in 1853 and has grown to become one of the largest banks in the state. Associated Bank offers a wide range of financial services, including banking, lending, investment management, and financial planning.

• Johnson Financial Group

Johnson Financial Group is a family-owned financial services company headquartered in Racine, Wisconsin. The company was founded in 1910 and has grown to become one of the largest financial services companies in the state. Johnson Financial Group offers a wide range of services, including banking, lending, investment management, and financial planning.

• First Business Bank

First Business Bank is a regional bank headquartered in Madison, Wisconsin. The bank was founded in 1993 and has grown to become one of the largest banks in the state. First Business Bank offers a wide range of financial services, including banking, lending, investment management, and financial planning.

The 7 Biggest Financial Consulting Firm near Wisconsin

Krause Financial

• Address: 1234 Enterprise Dr, De Pere, WI 54115, United States
• Map: Click here
• Rating: 5 (39)
• Phone: +1 866-605-7437
• Website: Link
• Opening hours:
  
  Monday: 7:00 AM – 5:00 PM

  Tuesday: 7:00 AM – 5:00 PM

  Wednesday: 7:00 AM – 5:00 PM

  Thursday: 7:00 AM – 5:00 PM

  Friday: 7:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Alyssa Ackley✭✭✭✭✭

  a month ago

  Krause Financial Services is the perfect partner for legal professionals engaged in Medicaid planning. They offer a wide range of Medicaid Planning resources, including the Medicaid-Compliant Annuity, that are valuable in helping clients achieve Medicaid eligibility. Through their products and educational materials, they have contributed immensely to the growth and success of our practice.

  Their services go beyond just transactions; they make it possible for legal practitioners like us to serve our clients more effectively. Krause Financial Services’ commitment to excellence, reliability, and education makes them an indispensable resource in the realm of Medicaid planning.

  Krause Financial Services is your go-to partner in navigating the complexities of Medicaid planning. With their comprehensive suite of products, dedication to education, and unwavering support for the legal community, they have always been here to help us best serve our clients.

  Maureen Lester✭✭✭✭✭

  a month ago

  I have helped my elder law clients utilize Krause Financial Services dozens of times across many different service areas. Each and every time the Krause team is prompt, professional and extremely helpful. They present the process in an organized fashion and answer technical questions that shows their true expertise. I will continue to rely on Krause Financial Services for my clients’ Medicaid Compliant Annuities and their many other valuable services. Thanks, Krause team, for being such an integral support service to the elder law community and clientele.

  Katie Davis✭✭✭✭✭

  a month ago

  Krause has made our Medicaid compliant annuities simple and easy to do! I love the customer service and support that Krause provides. I highly recommend Krause Financial for your services.

  Shenique Moss✭✭✭✭✭

  a month ago

  Krause Financial is a premier resource for estate planning and elder law attorneys. They offer a comprehensive suite of asset preservation solutions tailored to your specific needs. Their expertise in crafting Medicaid compliant annuities is unmatched.

  Lubnau Law✭✭✭✭✭

  a month ago

  Krause Financial has been a trusted partner with our law firm. Justin Linzmeier provides top-notch professionalism to answer even our most difficult questions, and his response time to inquiries is immediate. Lubnau Law values our relationship with Krause Financial to continue assisting our northeastern Wyoming community with Medicaid and Long Term Care planning.

Rosemeyer Management Group- Financial Advisors

• Address: 662 US-151 BUS E, Platteville, WI 53818, United States
• Map: Click here
• Rating: 5 (19)
• Phone: +1 608-348-2274
• Website: Link
• Opening hours:
  
  Monday: 8:00 AM – 5:00 PM

  Tuesday: 8:00 AM – 5:00 PM

  Wednesday: 8:00 AM – 5:00 PM

  Thursday: 8:00 AM – 5:00 PM

  Friday: 8:00 AM – 5:00 PM

  Saturday: Closed

  Sunday: Closed
• Reviews:
  
  Molly Thielen✭✭✭✭✭

  11 months ago

  RMG provides personalized financial planning services to all clients. They prioritize time to individually and thoroughly explain our financial portfolio every year and assist us in developing and achieving our financial goals. They are always responsive to our questions and provide quality service. We are grateful to have such a trusted group handling our finances!

  Jessica Leibfried✭✭✭✭✭

  2 years ago

  Rosemeyer Management Group is extremely helpful, insightful, attentive, and effective. I have both my individual accounts and our small business retirement plan with them. I really like their follow through with customer service and when I call or email, I am able to get a response quickly. There are a lot of choices when it comes to financial advisors, but I couldn’t be happier with my choice in Rosemeyer Management Group. They know what they are doing and I feel very comfortable with their investment strategies. I trust their team. I am also extremely impressed with their annual review; their customer service is fantastic. In addition, I appreciate the amount of education and expertise that Rosemeyer Management Group provides!

  Terry Busch✭✭✭✭✭

  3 years ago

  The entire team at Rosemeyer Management Group is very responsive, friendly, knowledgeable and professional. They look beyond investing and consider your entire financial picture. I appreciate the fact that we meet annually and discuss results as well as plans going forward. I also appreciate that they are willing to handle my account in a manner that suits my investment style. They don’t take a “one size fits all” approach to their clients, but come up with a unique plan for each client. When I call, or email someone always is able to answer my question or gets back to me promptly! Choosing to do business with RMG has been one of the best financial decisions I have made.

  Justin Peterson✭✭✭✭✭

  12 months ago

  Top notch. I honestly can’t say enough good things about Rosemeyer Management Group. I like the transparency of how they intend to invest my money, and how they made me feel like my business is just as important as their biggest accounts. Do yourself a favor and invest with Rosemeyer.

  Morgan Freeman✭✭✭✭✭

  2 years ago

  I started my investment journey with RMG in early 2020, and to say I’ve learned a lot is an understatement! With only being 19 at the time, I was treated with nothing but respect and professionalism and shown just how I can make my financial dreams come true! My advisor tends to my needs and what they have known to be best for me and my future. The customer service is top tier, I never leave a phone call or e-mail discussion questioning my decision. Highly recommend doing business with them!

Advisors Management Group

• Address: 505 King St STE 208, La Crosse, WI 54601, United States
• Map: Click here
• Rating: 4.6 (9)

Edward Jones – Financial Advisor: Jim Hauser

• Address: 8575 W Forest Home Ave Ste 180, Greenfield, WI 53228, United States
• Map: Click here
• Rating: 5 (3)

Four Lakes Wealth Advisors – Ameriprise Financial Services, LLC

• Address: 201 8th Ave Ste 10, Baraboo, WI 53913, United States
• Map: Click here
• Rating: 4.3 (3)

Morgan Stanley Financial Advisors

• Address: 111 N Washington St 4th Fl, Green Bay, WI 54301, United States
• Map: Click here
• Rating: 3.7 (3)

Cove Financial Planning, LLC

• Address: 342 N Water St Suite 600, Milwaukee, WI 53202, United States
• Map: Click here
• Rating: 5 (2)

Discover top consulting firms in various states, like those mentioned in Colorado, Minnesota and South Carolina, to understand the dynamic business scene across the United States. These companies play a crucial role in shaping the vibrant business environment, positioning Wisconsin, USA as a center for strategic insights and cutting-edge solutions.

Top Financial Consulting Firm Alternatives in Wisconsin

When it comes to financial consulting, there are several highly regarded firms in Wisconsin that offer a wide range of services. These firms have a strong track record of providing expert advice and guidance to individuals and businesses alike. Let’s explore the top three financial consulting firm alternatives in Wisconsin:

• 1. Wipfli LLP: Wipfli is one of the largest accounting and business consulting firms in the United States, with multiple locations in Wisconsin. They have a team of highly skilled professionals who specialize in various areas, including tax planning, audit and assurance, business valuation, and wealth management. Wipfli LLP has a long-standing reputation for delivering comprehensive financial solutions tailored to meet their clients’ specific needs.
• 2. Baker Tilly Virchow Krause, LLP: Baker Tilly is another prominent financial consulting firm that operates in Wisconsin. They offer a wide range of services, including accounting, auditing, tax planning, and risk advisory. Baker Tilly takes a proactive approach to help clients navigate complex financial challenges and achieve their financial objectives. They have a team of seasoned professionals who combine technical expertise with industry knowledge to deliver exceptional results.
• 3. SVA Certified Public Accountants, S.C.: SVA is a reputable financial consulting firm with offices in Madison and Milwaukee, Wisconsin. They provide a comprehensive suite of services, including tax planning and compliance, business consulting, wealth management, and mergers and acquisitions. SVA’s team of dedicated professionals work closely with clients to understand their unique goals and develop strategies to help them achieve financial success.

These top financial consulting firms in Wisconsin have a proven track record of delivering high-quality services and are trusted advisors to businesses and individuals alike. Whether you need assistance with tax planning, strategic business consulting, or wealth management, these firms have the expertise and resources to meet your needs.

Thank you for taking the time to read our article. For more in-depth reviews and comprehensive ratings on the Financial Consulting Firm, please explore the recommended articles listed below.