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Capitol Lakes Financial, LLPFinancial advisor in Madison, WI

Capitol Lakes Financial, LLP is a financial advisor at 999 Fourier Dr #301, Madison, WI 53717, ranked #42 of 86 financial planners in Madison 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.

Madison, WIUpdated 0 paid placements in any rankingHow we rank

Call (888) 505-3956Website ↗

Key facts

Key facts about Capitol Lakes Financial, LLP
Address999 Fourier Dr #301, Madison, WI 53717Get directions
Phone(888) 505-3956
Websitecapitollakesfinancial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Madison and 7 towns within 25 miles: Middleton, Verona, Waunakee, Fitchburg, Oregon, Sun Prairie and Stoughton.

Based in Madison, WIView on map

Opening hours

Opening hours for Capitol Lakes Financial, LLP
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Capitol Lakes Financial, LLP

How is Capitol Lakes Financial, LLP ranked in Madison?

Capitol Lakes Financial, LLP is ranked #42 of 86 financial planners in Madison by RFA Score, with 65 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 Capitol Lakes Financial, LLP’s hours?

Capitol Lakes Financial, LLP is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Capitol Lakes Financial, LLP serve?

Serves Madison and 7 towns within 25 miles: Middleton, Verona, Waunakee, Fitchburg, Oregon, Sun Prairie and Stoughton. 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 Capitol Lakes Financial, LLP?

Capitol Lakes Financial, LLP 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 Capitol Lakes Financial, LLP?

Call Capitol Lakes Financial, LLP on (888) 505-3956. The business is at 999 Fourier Dr #301, Madison, WI 53717. 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

Capitol Lakes Financial, LLP compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Capitol Lakes Financial, LLP (this business)—655.0 (3)NoNo
Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC#40654.0 (4)NoNo0.1 mi
BMO Bank N.A Branches#41652.9 (19)NoNo7.1 mi
Evolution Financial LLC#43655.0 (3)NoNo9.3 mi

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