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Financial Advisors in Oconomowoc, WI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Oconomowoc: Paramount Financial Strategies - Ameriprise Financial Services, LLC, RFA Score 75/100; 5.0★ from 67 Google reviews.

  2. 39

    Most-reviewed: Landmark Credit Union, 130 Google reviews at 3.6★, the most of 141 ranked; ranked #39.

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

141 Oconomowoc financial advisors are ranked here by RFA Score, from eight published factors. 34 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 141 rated firms.

Top 10 financial advisors in Oconomowoc 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 Oconomowoc at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Paramount Financial Strategies - Ameriprise Financial Services, LLC755.0★ (67)Oconomowoc—Top score
2Forward Financial Group705.0★ (49)Sussex, 13 mi away——
3Drake & Associates LLC694.8★ (60)Waukesha, 17 mi away——
4Financial Impact Advisors695.0★ (54)Fort Atkinson, 21 mi away——
5Roman Financial684.8★ (68)Milwaukee, 23 mi away——
6Navigation Wealth Management685.0★ (11)OconomowocSat—
7Mark Phillips-Modern Woodmen of America685.0★ (11)Oconomowoc——
8Highland Investment Advisors684.9★ (40)Brookfield, 19 mi away——
9Wealth Enhancement Group675.0★ (35)Brookfield, 19 mi away——
10IAG Wealth Partners, LLC674.8★ (29)Waukesha, 14 mi away——

All 141 financial advisors in Oconomowoc, 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.

  2. #2 Forward Financial Group

    Based in Sussex, 13 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    W248N5233 Executive Dr Ste 500, Sussex, WI 53089
    View profile for Forward Financial Group(262) 444-5401

  3. #3 Drake & Associates LLC

    Based in Waukesha, 17 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 60 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    20965 Crossroads Cir, Waukesha, WI 53186
    View profile for Drake & Associates LLC(414) 409-7226

  4. #4 Financial Impact Advisors

    Based in Fort Atkinson, 21 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    37 Milwaukee Ave E, Fort Atkinson, WI 53538
    View profile for Financial Impact Advisors(920) 563-9226

  5. #5 Roman Financial

    Based in Milwaukee, 23 mi away

    68/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 68 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    2600 N Mayfair Rd #1080, Milwaukee, WI 53226
    View profile for Roman Financial(414) 443-2008

  10. #10 IAG Wealth Partners, LLC

    Based in Waukesha, 14 mi away

    67/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    N19W24200 Riverwood Dr #150, Waukesha, WI 53188
    View profile for IAG Wealth Partners, LLC(262) 446-8150

  13. #13 NorthRock Partners

    Based in Brookfield, 22 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 41 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    13230 Watertown Plank Rd, Elm Grove, WI 53122
    View profile for NorthRock Partners(262) 439-8587

  14. #14 Landmark Credit Union

    Based in Oconomowoc

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 3.2★ from 58 Google reviews, listed on Google as “Financial planner”.

    • 3.2★ from 58 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1391 Olympia Fields Dr, Oconomowoc, WI 53066
    View profile for Landmark Credit Union(262) 796-4500

  17. #17 Wealthspire

    Based in Oconomowoc

    66/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    709B Milwaukee St, Delafield, WI 53018
    View profile for Wealthspire(262) 326-6090

  18. #18 Associated Bank

    Based in Oconomowoc

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.5★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 16 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
    1456 Summit Ave, Oconomowoc, WI 53066
    View profile for Associated Bank(262) 567-5578

  19. #19 FiduciaOne, LLC

    Based in Menomonee Falls, 14 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    N27 W23953 Paul Rd Ste 105, Pewaukee, WI 53072
    View profile for FiduciaOne, LLC(262) 465-6877

  21. #21 Associated Bank

    Based in Waukesha, 13 mi away

    65/100RFA Score

    Ranked #21 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–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2815 N Grandview Blvd, Pewaukee, WI 53072
    View profile for Associated Bank(262) 547-8899

  25. #25 Creative Planning

    Based in Brookfield, 19 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    17775 W Bluemound Rd, Brookfield, WI 53045
    View profile for Creative Planning(262) 522-4040

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 141 ranked financial advisors here; the rest are on their profiles.

financial advisors in Oconomowoc, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26BMO Bank N.A Branches652.7★ (26)In Oconomowoc
27Associated Bank653.0★ (10)In Oconomowoc
28Shakespeare Wealth Management, LLC655.0★ (4)In Oconomowoc
29Third Coast Advisors643.6★ (5)In Oconomowoc
30Landmark Credit Union643.3★ (83)13 mi
31Lake Country Advisors644.9★ (57)In Oconomowoc
32Associated Bank643.7★ (24)12 mi
33The Leist Group, LLC645.0★ (19)22 mi
34Landmark Credit Union643.7★ (34)15 mi
35Annex Wealth Management Lake Country Branch645.0★ (3)In Oconomowoc
36Edward Jones - Financial Advisor: Michael Higbee645.0★ (3)In Oconomowoc
37Resilient Wealth Planning | Milwaukee Financial Advisor645.0★ (16)20 mi
38BMO Bank N.A Branches643.7★ (31)16 mi
39Landmark Credit Union633.6★ (130)25 mi
40DeRemer Agency635.0★ (9)15 mi
41Edward Jones - Financial Advisor: Miles M Aquino633.7★ (3)In Oconomowoc
42Wangard Partners634.3★ (28)23 mi
43Edelman Financial Engines635.0★ (9)15 mi
44Associated Bank633.6★ (18)14 mi
45Andrew Dadisman: Primerica - Financial Services635.0★ (8)14 mi
46Northbound Financial Services635.0★ (7)13 mi
47Fidelity Investments633.8★ (20)18 mi
48Associated Bank634.0★ (22)21 mi
49Associated Bank623.8★ (43)24 mi
50Keil Financial Partners625.0★ (12)22 mi

Also serving Oconomowoc

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 Oconomowoc
BusinessGoogle ratingDistance
Aaron Koykkari - Financial Advisor, Ameriprise Financial Services, LLCIn Oconomowoc
Baird Private Wealth Management5.0★ (1)In Oconomowoc
Behl Wealth Management5.0★ (1)In Oconomowoc
Cushing Capital Partners5.0★ (2)In Oconomowoc
Edward Jones - Financial Advisor: Dianna Price-Richardson, CFP®|AAMS®5.0★ (1)In Oconomowoc
Guardian Financial LLC2.5★ (2)In Oconomowoc
Hughes Financial Services5.0★ (2)In Oconomowoc
Jessica E Mathias - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Oconomowoc
Jessica Meulendyke - ThriventIn Oconomowoc
John Ellison Advisory Group, Ltd.5.0★ (1)In Oconomowoc
John Poirier - Financial Advisor, Ameriprise Financial Services, LLCIn Oconomowoc
La Belle Vue Wealth Management &Partners5.0★ (1)In Oconomowoc
Mchenry Group Ltd5.0★ (1)In Oconomowoc
Mutual of Omaha Insurance Co3.0★ (1)In Oconomowoc
Northwestern Mutual5.0★ (2)In Oconomowoc
Patrick C Bortz - Financial Advisor, Ameriprise Financial Services, LLCIn Oconomowoc
Redwood Financial Strategies5.0★ (1)In Oconomowoc
Senglaub Financial Group4.5★ (2)In Oconomowoc
Stromwall Investment Group5.0★ (1)In Oconomowoc
The Lynch Group1.0★ (1)In Oconomowoc

How we ranked Oconomowoc financial advisors

We scored 141 Oconomowoc 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 Oconomowoc 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 Oconomowoc: frequently asked questions

Which financial advisor has the highest RFA Score in Oconomowoc?

By RFA Score, the highest-ranked financial advisor in Oconomowoc, WI is Paramount Financial Strategies - Ameriprise Financial Services, LLC with an RFA Score of 75/100. It has 5.0★ from 67 Google reviews. Forward Financial Group (#2) and Drake & Associates LLC (#3) follow. We ranked 141 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Oconomowoc?

RankedFinancialAdvisors ranks 141 financial advisors serving Oconomowoc, WI. 16 of them are based in Oconomowoc; 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 Oconomowoc work on weekends?

34 of 141 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Navigation Wealth Management (#6), Landmark Credit Union (#14) and Associated Bank (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oconomowoc financial advisors have?

The median Google rating among 141 rated financial advisors in Oconomowoc is 4.8★, with a median of 8 reviews. Landmark Credit Union has the most, 130 reviews, and ranks #39. 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 Oconomowoc count in this ranking?

Yes, if they are within 25 mi of the Oconomowoc 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 Oconomowoc 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 Oconomowoc 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 Oconomowoc

  1. November 2026: RFA Scores recalculated for 141 financial advisors serving Oconomowoc.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Oconomowoc pages