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Financial Advisors in Whitewater, WI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Whitewater: Financial Impact Advisors, RFA Score 73/100; 5.0★ from 54 Google reviews.

  2. 2

    Most-reviewed: Paramount Financial Strategies - Ameriprise Financial Services, LLC, 67 Google reviews at 5.0★, the most of 35 ranked; ranked #2.

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

35 Whitewater 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 35 rated firms.

Top 10 financial advisors in Whitewater 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 Whitewater at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Financial Impact Advisors735.0★ (54)Fort Atkinson, 8 mi away—Top score
2Paramount Financial Strategies - Ameriprise Financial Services, LLC715.0★ (67)Oconomowoc, 23 mi away—Most reviews
3kf. Wealth Management695.0★ (38)Janesville, 17 mi away——
4Associated Bank694.4★ (17)WhitewaterSat—
5Associated Bank673.9★ (55)Janesville, 16 mi awaySat—
6Blackhawk Community Credit Union - Milwaukee St663.7★ (54)Janesville, 16 mi awaySat—
7Uncommon Cents Investing655.0★ (14)Janesville, 16 mi away——
8Edward Jones - Financial Advisor: Derek M Henze645.0★ (7)Janesville, 11 mi away——
9Blackhawk Community Credit Union - Court St643.3★ (57)Janesville, 20 mi awaySat—
10Edward Jones - Financial Advisor: Bruce C Waller, AAMS®635.0★ (5)Fort Atkinson, 8 mi away——

All 35 financial advisors in Whitewater, 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 Whitewater

    #1 Financial Impact Advisors

    Based in Fort Atkinson, 8 mi away

    73/100RFA Score

    Ranked #1 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

  3. #3 kf. Wealth Management

    Based in Janesville, 17 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 7:30 AM–4:30 PM · Fri 7:30 AM–3 PM · Sat–Sun closed
    Address
    519 Midland Ct Ste 105, Janesville, WI 53546
    View profile for kf. Wealth Management(608) 728-8401

  4. #4 Associated Bank

    Based in Whitewater

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.4★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 17 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
    219 W Center St, Whitewater, WI 53190
    View profile for Associated Bank(262) 473-6880

  5. #5 Associated Bank

    Based in Janesville, 16 mi away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.9★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 55 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
    2720 N Lexington Dr, Janesville, WI 53545
    View profile for Associated Bank(608) 756-5112

  7. #7 Uncommon Cents Investing

    Based in Janesville, 16 mi away

    65/100RFA Score

    Ranked #7 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 8:30 AM–3 PM · Tue–Thu 8:30 AM–4 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    1215 Suffolk Dr #100, Janesville, WI 53546
    View profile for Uncommon Cents Investing(608) 563-2437

  11. #11 BMO Bank N.A Branches

    Based in Janesville, 18 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 3.3★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    100 N Main St, Janesville, WI 53545
    View profile for BMO Bank N.A Branches(608) 754-7771

  14. #14 Landmark Credit Union

    Based in Oconomowoc, 22 mi away

    62/100RFA 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

  16. #16 Associated Bank

    Based in Watertown, 25 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.7★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 24 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
    600 E Main St, Watertown, WI 53094
    View profile for Associated Bank(920) 261-1961

  18. #18 Five Nine Wealth Management

    Based in Oconomowoc, 22 mi away

    61/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 9 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1300 Summit Ave #203, Oconomowoc, WI 53066
    View profile for Five Nine Wealth Management(262) 354-6000

  19. #19 Associated Bank

    Based in Oconomowoc, 22 mi away

    61/100RFA Score

    Ranked #19 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

  20. #20 Wealthspire

    Based in Oconomowoc, 23 mi away

    60/100RFA Score

    Ranked #20 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

  22. #22 Landmark Credit Union

    Based in Watertown, 23 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 2.7★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 52 Google reviews
    Hours
    Mon–Tue 9 AM–7 PM · Wed closed · Thu–Fri 9 AM–7 PM · Sat 9 AM–3 PM · Sun closed
    Address
    1901 Market Way, Watertown, WI 53094
    View profile for Landmark Credit Union(262) 796-4500

  23. #23 BMO Bank N.A Branches

    Based in Oconomowoc, 21 mi away

    60/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 2.7★ from 26 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1433 Pabst Farms Cir, Oconomowoc, WI 53066
    View profile for BMO Bank N.A Branches(262) 200-2265

All 35 financial advisors

#1 to #25 are shown in full above. Here are #26 to #35, in RFA Score order; each links to its profile.

financial advisors in Whitewater, ranks 26 to 35
RankBusinessRFA ScoreGoogle ratingDistance
26BMO Bank N.A Branches593.1★ (13)25 mi
27Baird Private Wealth Management595.0★ (3)18 mi
28Edward Jones - Financial Advisor: Gabriel Szerlong595.0★ (3)18 mi
29Associated Bank593.0★ (10)24 mi
30Edward Jones - Financial Advisor: Michael Higbee585.0★ (3)22 mi
31Guist Wealth Advisors, Inc.582.3★ (3)18 mi
32Annex Wealth Management Lake Country Branch585.0★ (3)23 mi
33Beacon Pointe Advisors575.0★ (3)24 mi
34Michael Santucci Inc573.7★ (3)25 mi
35Alt Tax & Financial Services Inc544.8★ (16)20 mi

Also serving Whitewater

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 Whitewater
BusinessGoogle ratingDistance
Brockmann Financial Services5.0★ (2)9 mi
Cushing Capital Partners5.0★ (2)23 mi
Edward Jones - Financial Advisor: Alister B Huss, CRPC™In Whitewater
Edward Jones - Financial Advisor: Brittany SkeltonIn Whitewater
Edward Jones - Financial Advisor: David R Blend, CFP®|AAMS®5.0★ (1)In Whitewater
Edward Jones - Financial Advisor: Heather M Stelzer, AAMS®In Whitewater
Edward Jones - Financial Advisor: Josh Peterson, CEPA®In Whitewater
Edward Jones - Financial Advisor: Julie L Nachtigal, AAMS®|CRPC™3.0★ (2)8 mi
Edward Jones - Financial Advisor: Kent J Hutchins5.0★ (1)In Whitewater
Edward Jones - Financial Advisor: Lonnie M Klecker, CFP®|ABFP®|AAMS®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Ryan W Quamme, CEPA®|AAMS®|SE-AWMA®In Whitewater
Edward Jones - Financial Advisor: Thomas R Waller, ABFP®|AAMS®5.0★ (2)19 mi
Edward Jones - Financial Advisor: Tom Lindell, CFP®|ABFP®5.0★ (2)17 mi
Financial Literacy CenterIn Whitewater
First Citizens Investment Services5.0★ (1)In Whitewater
Hughes Financial Services5.0★ (2)23 mi
Northwestern MutualIn Whitewater
Northwestern Mutual: Scott Wedige5.0★ (2)17 mi
Stifel - The Nimmo Group5.0★ (2)18 mi
Wells Fargo Advisors3.0★ (2)17 mi

How we ranked Whitewater financial advisors

We scored 35 Whitewater 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 Whitewater 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 Whitewater: frequently asked questions

Which financial advisor has the highest RFA Score in Whitewater?

By RFA Score, the highest-ranked financial advisor in Whitewater, WI is Financial Impact Advisors with an RFA Score of 73/100. It has 5.0★ from 54 Google reviews. Paramount Financial Strategies - Ameriprise Financial Services, LLC (#2) and kf. Wealth Management (#3) follow. We ranked 35 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Whitewater?

RankedFinancialAdvisors ranks 35 financial advisors serving Whitewater, WI. 1 of them is based in Whitewater; 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 Whitewater work on weekends?

13 of 35 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Associated Bank (#4), Associated Bank (#5) and Blackhawk Community Credit Union - Milwaukee St (#6). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Whitewater financial advisors have?

The median Google rating among 35 rated financial advisors in Whitewater is 5.0★, with a median of 11 reviews. Paramount Financial Strategies - Ameriprise Financial Services, LLC has the most, 67 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 Whitewater count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 35 financial advisors serving Whitewater.

More financial advisors and Whitewater pages