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Beacon Pointe AdvisorsFinancial advisor in Burlington, WI

Beacon Pointe Advisors is a financial advisor at 875 Townline Rd Ste 100, Lake Geneva, WI 53147, ranked #21 of 109 financial advisors in Burlington and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Burlington, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 348-9981Website ↗

Key facts

Key facts about Beacon Pointe Advisors
Address875 Townline Rd Ste 100, Lake Geneva, WI 53147, Burlington, WIGet directions
Phone(262) 348-9981
Websitebeaconpointe.com
HoursMonday to Friday: 8 AM – 4:30 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Burlington and 3 towns within 25 miles: Salem, Whitewater and Pleasant Prairie.

Based in Burlington, WIView on map

Opening hours

Opening hours for Beacon Pointe Advisors
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 4:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Beacon Pointe Advisors

How is Beacon Pointe Advisors ranked in Burlington?

Beacon Pointe Advisors is ranked #21 of 109 financial advisors in Burlington by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Beacon Pointe Advisors’ hours?

Beacon Pointe Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Beacon Pointe Advisors serve?

Serves Burlington and 3 towns within 25 miles: Salem, Whitewater and Pleasant Prairie. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Beacon Pointe Advisors?

Beacon Pointe Advisors has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Beacon Pointe Advisors?

Call Beacon Pointe Advisors on (262) 348-9981. The business is at 875 Townline Rd Ste 100, Lake Geneva, WI 53147, Burlington, WI. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Beacon Pointe Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Beacon Pointe Advisors (this business)—635.0 (3)NoNo
Jason Shreeves - COUNTRY Financial Representative#19635.0 (20)NoNo18.4 mi
Thrivent Financial - Shoreline Group#20635.0 (3)NoNo9.5 mi
Serenity Wealth Management, Sean O'Connor MBA#22625.0 (8)YesNo16.5 mi

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