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Financial Advisors in Chippewa Falls, WI: 2026 rankings

24 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Chippewa Falls: Bernicke Wealth Management, RFA Score 76/100; 5.0★ from 120 Google reviews.

  2. 2

    Most-reviewed: KeyStone, 55 Google reviews at 5.0★, the most of 24 ranked after Bernicke Wealth Management; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

24 Chippewa Falls financial advisors are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 4.5★ across 24 rated firms.

Top 10 financial advisors in Chippewa Falls at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Chippewa Falls at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Bernicke Wealth Management765.0★ (120)Eau Claire, 9 mi awayTop score
2KeyStone725.0★ (55)Eau Claire, 12 mi awayMost reviews
3Edelman Financial Engines - Eau Claire, WI714.9★ (37)Eau Claire, 11 mi away—
4Chippewa Valley Financial Services LLC704.5★ (16)Chippewa Falls—
5BMO Bank N.A Branches694.3★ (10)Chippewa Falls—
6Buska Retirement Solutions, Inc - Eau Claire684.9★ (19)Eau Claire, 11 mi away—
7Trust Point685.0★ (15)Eau Claire, 10 mi away—
8Benefit Resource Partners684.0★ (8)Chippewa Falls—
9Keystone Tax675.0★ (14)Eau Claire, 12 mi away—
10North Point Advisor Group675.0★ (10)Eau Claire, 10 mi away—

All 24 financial advisors in Chippewa Falls, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Chippewa Falls

    #1 Bernicke Wealth Management

    Based in Eau Claire, 9 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 120 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 120 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1565 Bluestem Blvd, Altoona, WI 54720
    View profile for Bernicke Wealth Management(715) 227-4178

  2. #2 KeyStone

    Based in Eau Claire, 12 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4252 Southtowne Dr, Eau Claire, WI 54701
    View profile for KeyStone(715) 835-6022

  5. #5 BMO Bank N.A Branches

    Based in Chippewa Falls

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.3★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 10 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    411 N Bridge St, Chippewa Falls, WI 54729
    View profile for BMO Bank N.A Branches(715) 723-5531

  7. #7 Trust Point

    Based in Eau Claire, 10 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7 S Dewey St, Eau Claire, WI 54701
    View profile for Trust Point(715) 461-7018

  9. #9 Keystone Tax

    Based in Eau Claire, 12 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4252 Southtowne Dr Ste D, Eau Claire, WI 54701
    View profile for Keystone Tax(715) 835-6022

  11. #11 Associated Bank

    Based in Chippewa Falls

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 2.8★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 2.8★ from 10 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    35 W Columbia St, Chippewa Falls, WI 54729
    View profile for Associated Bank(715) 723-1355

  12. #12 BMO Bank N.A Branches

    Based in Eau Claire, 11 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.1★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    228 Water St, Eau Claire, WI 54703
    View profile for BMO Bank N.A Branches(715) 836-8730

  17. #17 Associated Bank

    Based in Eau Claire, 10 mi away

    65/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.8★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 10 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu–Fri 9 AM–4:30 PM · Sat–Sun closed
    Address
    319 E Grand Ave, Eau Claire, WI 54701
    View profile for Associated Bank(715) 833-7700

  18. #18 Associated Bank

    Based in Eau Claire, 11 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.1★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 3.1★ from 31 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2425 London Rd, Eau Claire, WI 54701
    View profile for Associated Bank(715) 831-3311

  19. #19 Northwestern Mutual

    Based in Eau Claire, 9 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1450 Rivers Edge Trail, Altoona, WI 54720
    View profile for Northwestern Mutual(715) 835-3176

  22. #22 Waznik Heike Group, LLC

    Based in Menomonie, 25 mi away

    62/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.4★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    2919 Schneider Ave SE, Menomonie, WI 54751
    View profile for Waznik Heike Group, LLC(715) 231-8800

  23. #23 Payee Service Inc

    Based in Menomonie, 25 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.7★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 27 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri–Sun closed
    Address
    3120 Schneider Ave SE Ste 605, Menomonie, WI 54751
    View profile for Payee Service Inc(715) 233-0203

Also serving Chippewa Falls

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Chippewa Falls
BusinessGoogle ratingDistance
Benefit Wealth PartnersIn Chippewa Falls
Edward Jones - Financial Advisor: Grady J LoewIn Chippewa Falls
Edward Jones - Financial Advisor: Kelsey NicolaiIn Chippewa Falls
Edward Jones - Financial Advisor: Nicholas Docksey, CFP®|AAMS®In Chippewa Falls
Edward Jones - Financial Advisor: Paul A MurryIn Chippewa Falls
Edward Jones - Financial Advisor: Tara HagmannIn Chippewa Falls
Eric M. Dye Investments and InsuranceIn Chippewa Falls
Fries Financial GroupIn Chippewa Falls
Joseph Lanzer - Financial Advisor, Ameriprise Financial Services, LLCIn Chippewa Falls
Moriah Fagen - ThriventIn Chippewa Falls
NextStage Financial Group - Ameriprise Financial Services, LLCIn Chippewa Falls
Northwestern MutualIn Chippewa Falls
Precision Retirement Group5.0★ (1)In Chippewa Falls
Raymond James Financial ServicesIn Chippewa Falls
RCU Investment and Insurance4.0★ (1)In Chippewa Falls
Terry Krumenauer Financial GroupIn Chippewa Falls
Todd Trautmann - ThriventIn Chippewa Falls
Wealth Management Group, LLCIn Chippewa Falls
Wissota PaymentsIn Chippewa Falls
Wolf Tree Wealth Management5.0★ (1)In Chippewa Falls

How we ranked Chippewa Falls financial advisors

We scored 24 Chippewa Falls financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Chippewa Falls data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Chippewa Falls: frequently asked questions

Which financial advisor has the highest RFA Score in Chippewa Falls?

By RFA Score, the highest-ranked financial advisor in Chippewa Falls, WI is Bernicke Wealth Management with an RFA Score of 76/100. It has 5.0★ from 120 Google reviews. KeyStone (#2) and Edelman Financial Engines - Eau Claire, WI (#3) follow. We ranked 24 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Chippewa Falls?

RankedFinancialAdvisors ranks 24 financial advisors serving Chippewa Falls, WI. 6 of them are based in Chippewa Falls; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Chippewa Falls work on weekends?

2 of 24 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Associated Bank (#11) and Associated Bank (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Chippewa Falls financial advisors have?

The median Google rating among 24 rated financial advisors in Chippewa Falls is 4.5★, with a median of 11 reviews. Bernicke Wealth Management has the most, 120 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Chippewa Falls count in this ranking?

Yes, if they are within 25 mi of the Chippewa Falls city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Chippewa Falls ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Chippewa Falls a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Chippewa Falls

  1. November 2026: RFA Scores recalculated for 24 financial advisors serving Chippewa Falls.

More financial advisors and Chippewa Falls pages

Financial advisors near Chippewa Falls