76/100RFA Score
Ranked #1 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial advisor”.
Financial Advisors in Fort Atkinson, WI: 2026 rankings
37 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →
The short answer
- 1
Highest RFA Score in Fort Atkinson: Financial Impact Advisors, RFA Score 76/100; 5.0★ from 54 Google reviews.
- 2
Most-reviewed: Bret Sullivan - COUNTRY Financial Representative, 75 Google reviews at 5.0★, the most of 37 ranked; ranked #2.
Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank
37 Fort Atkinson financial advisors are ranked here by RFA Score, from eight published factors. 13 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 37 rated firms.
Top 10 financial advisors in Fort Atkinson 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.
| Rank | Business | RFA Score | Google rating | Based in | Hours | Notable for |
|---|---|---|---|---|---|---|
| 1 | Financial Impact Advisors | 76 | 5.0★ (54) | Fort Atkinson | — | Top score |
| 2 | Bret Sullivan - COUNTRY Financial Representative | 71 | 5.0★ (75) | Madison, 21 mi away | — | Most reviews |
| 3 | Paramount Financial Strategies - Ameriprise Financial Services, LLC | 71 | 5.0★ (67) | Oconomowoc, 21 mi away | — | — |
| 4 | kf. Wealth Management | 69 | 5.0★ (38) | Janesville, 19 mi away | — | — |
| 5 | Associated Bank | 67 | 4.4★ (17) | Whitewater, 8 mi away | Sat | — |
| 6 | Associated Bank | 67 | 3.9★ (55) | Janesville, 17 mi away | Sat | — |
| 7 | Edward Jones - Financial Advisor: Bruce C Waller, AAMS® | 66 | 5.0★ (5) | Fort Atkinson | — | — |
| 8 | Blackhawk Community Credit Union - Milwaukee St | 65 | 3.7★ (54) | Janesville, 18 mi away | Sat | — |
| 9 | Uncommon Cents Investing | 65 | 5.0★ (14) | Janesville, 17 mi away | — | — |
| 10 | Edward Jones - Financial Advisor: Meredith G Pennewell | 64 | 5.0★ (3) | Fort Atkinson | — | — |
All 37 financial advisors in Fort Atkinson, 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.
Based in Madison, 21 mi away
71/100RFA ScoreRanked #2 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.
Based in Oconomowoc, 21 mi away
71/100RFA ScoreRanked #3 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial planner”.
Based in Janesville, 19 mi away
69/100RFA ScoreRanked #4 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.
Based in Whitewater, 8 mi away
67/100RFA ScoreRanked #5 because of its Google rating and specialty focus: 4.4★ from 17 Google reviews, listed on Google as “Financial planner”.
Based in Janesville, 17 mi away
67/100RFA ScoreRanked #6 because of its Google rating and specialty focus: 3.9★ from 55 Google reviews, listed on Google as “Financial planner”.
Based in Fort Atkinson
66/100RFA ScoreRanked #7 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial consultant”.
Based in Janesville, 18 mi away
65/100RFA ScoreRanked #8 because of its Google rating and specialty focus: 3.7★ from 54 Google reviews, listed on Google as “Financial planner”.
Based in Janesville, 17 mi away
65/100RFA ScoreRanked #9 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.
Based in Fort Atkinson
64/100RFA ScoreRanked #10 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial consultant”.
Based in Janesville, 12 mi away
64/100RFA ScoreRanked #11 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial consultant”.
#12 Associated Bank
Based in Watertown, 19 mi away
63/100RFA ScoreRanked #12 because of its Google rating and specialty focus: 3.7★ from 24 Google reviews, listed on Google as “Financial planner”.
Based in Janesville, 20 mi away
63/100RFA ScoreRanked #13 because of its Google rating and specialty focus: 3.3★ from 57 Google reviews, listed on Google as “Financial planner”.
Based in Oconomowoc, 21 mi away
63/100RFA ScoreRanked #14 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.
Based in Oconomowoc, 21 mi away
62/100RFA ScoreRanked #15 because of its Google rating and specialty focus: 3.2★ from 58 Google reviews, listed on Google as “Financial planner”.
Based in Janesville, 18 mi away
62/100RFA ScoreRanked #16 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.
Based in Janesville, 19 mi away
62/100RFA ScoreRanked #17 because of its Google rating and specialty focus: 3.3★ from 26 Google reviews, listed on Google as “Financial planner”.
Based in Oconomowoc, 24 mi away
62/100RFA ScoreRanked #18 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Investment service”.
Based in Watertown, 17 mi away
61/100RFA ScoreRanked #19 because of its Google rating and specialty focus: 2.7★ from 52 Google reviews, listed on Google as “Financial planner”.
Based in Oconomowoc, 22 mi away
61/100RFA ScoreRanked #20 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Financial planner”.
#21 Associated Bank
Based in Oconomowoc, 21 mi away
61/100RFA ScoreRanked #21 because of its Google rating and specialty focus: 3.5★ from 16 Google reviews, listed on Google as “Financial planner”.
Based in Watertown, 19 mi away
61/100RFA ScoreRanked #22 because of its Google rating and specialty focus: 3.1★ from 13 Google reviews, listed on Google as “Financial planner”.
#23 Associated Bank
Based in Stoughton, 20 mi away
61/100RFA ScoreRanked #23 because of its Google rating and specialty focus: 2.8★ from 22 Google reviews, listed on Google as “Financial planner”.
#24 Wealthspire
Based in Oconomowoc, 24 mi away
60/100RFA ScoreRanked #24 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.
Based in Oconomowoc, 21 mi away
60/100RFA ScoreRanked #25 because of its Google rating and specialty focus: 2.7★ from 26 Google reviews, listed on Google as “Financial planner”.
All 37 financial advisors
#1 to #25 are shown in full above. Here are #26 to #37, in RFA Score order; each links to its profile.
| Rank | Business | RFA Score | Google rating | Distance |
|---|---|---|---|---|
| 26 | Rachel A Vergenz: Primerica - Financial Services | 60 | 5.0★ (3) | 16 mi |
| 27 | Northwestern Mutual | 60 | 2.8★ (9) | 19 mi |
| 28 | FSS CPA LLC | 60 | 4.2★ (5) | 20 mi |
| 29 | Edward Jones - Financial Advisor: Jose A Perez, ChFC® | 60 | 5.0★ (3) | 17 mi |
| 30 | Associated Bank | 59 | 3.0★ (10) | 23 mi |
| 31 | Baird Private Wealth Management | 59 | 5.0★ (3) | 19 mi |
| 32 | Edward Jones - Financial Advisor: Gabriel Szerlong | 59 | 5.0★ (3) | 20 mi |
| 33 | Edward Jones - Financial Advisor: Thomas M Fendrick | 59 | 5.0★ (3) | 20 mi |
| 34 | Edward Jones - Financial Advisor: Michael Higbee | 59 | 5.0★ (3) | 21 mi |
| 35 | Annex Wealth Management Lake Country Branch | 58 | 5.0★ (3) | 25 mi |
| 36 | Guist Wealth Advisors, Inc. | 58 | 2.3★ (3) | 20 mi |
| 37 | Alt Tax & Financial Services Inc | 54 | 4.8★ (16) | 21 mi |
Also serving Fort Atkinson
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.
How we ranked Fort Atkinson financial advisors
We scored 37 Fort Atkinson 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.
| Factor | Weight | Computed from | In Fort Atkinson data |
|---|---|---|---|
| Reputation | 30% | Google star rating, adjusted for how many reviews back it (client experience, not investment results) | Measured |
| Registration | 20% | Active SEC, state or Canadian securities registration matched in public records (not yet measured) | Not yet collected |
| Review volume | 10% | Number of Google reviews, compared with the most-reviewed firm on the list | Measured |
| Recency | 5% | Share of reviews from the last 12 months | Not yet collected |
| Specialty focus | 15% | How clearly the firm offers this specialty (its Google category and name) | Measured |
| Proximity | 5% | Based in the city scores highest, less the farther away it is | Measured |
| Claimed profile | 10% | The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same) | Measured |
| Partnered | 5% | The firm links to Ranked Financial Advisors from its own website with our badge, checked periodically | Measured |
How to choose a financial advisor
- 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.
- Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
- 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.
- Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
- Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
- Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
- 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 Fort Atkinson: frequently asked questions
Which financial advisor has the highest RFA Score in Fort Atkinson?
By RFA Score, the highest-ranked financial advisor in Fort Atkinson, WI is Financial Impact Advisors with an RFA Score of 76/100. It has 5.0★ from 54 Google reviews. Bret Sullivan - COUNTRY Financial Representative (#2) and Paramount Financial Strategies - Ameriprise Financial Services, LLC (#3) follow. We ranked 37 financial advisors on eight factors, last updated November 9, 2026.
How many financial advisors are there in Fort Atkinson?
RankedFinancialAdvisors ranks 37 financial advisors serving Fort Atkinson, WI. 3 of them are based in Fort Atkinson; 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 Fort Atkinson work on weekends?
13 of 37 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Associated Bank (#5), Associated Bank (#6) and Blackhawk Community Credit Union - Milwaukee St (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.
What Google rating do Fort Atkinson financial advisors have?
The median Google rating among 37 rated financial advisors in Fort Atkinson is 5.0★, with a median of 11 reviews. Bret Sullivan - COUNTRY Financial Representative has the most, 75 reviews, and ranks #2. 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 Fort Atkinson count in this ranking?
Yes, if they are within 25 mi of the Fort Atkinson 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 Fort Atkinson 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 Fort Atkinson 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 Fort Atkinson
- November 2026: RFA Scores recalculated for 37 financial advisors serving Fort Atkinson.
More financial advisors and Fort Atkinson pages
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