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Financial Planners in Oconomowoc, WI: 2026 rankings

106 financial planners 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. 19

    Most-reviewed: Landmark Credit Union, 83 Google reviews at 3.3★, the most of 106 ranked; ranked #19.

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

106 Oconomowoc financial planners are ranked here by RFA Score, from eight published factors. 33 open Saturdays, based on posted hours. The median Google rating is 4.5★ across 106 rated firms.

Most of this list also appears on the Financial planners in Waukesha ranking. See Financial planners in Waukesha

Top 10 financial planners 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 planners 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——
4Roman Financial684.8★ (68)Milwaukee, 23 mi away——
5Navigation Wealth Management675.0★ (11)OconomowocSat—
6Highland Investment Advisors674.9★ (40)Brookfield, 19 mi away——
7IAG Wealth Partners, LLC674.8★ (29)Waukesha, 14 mi away——
8Lake Country Wealth Strategies675.0★ (25)Menomonee Falls, 14 mi awayEvenings—
9Landmark Credit Union673.2★ (58)OconomowocSat—
10NorthRock Partners664.9★ (41)Brookfield, 22 mi away——

All 106 financial planners 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 Roman Financial

    Based in Milwaukee, 23 mi away

    68/100RFA Score

    Ranked #4 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

  7. #7 IAG Wealth Partners, LLC

    Based in Waukesha, 14 mi away

    67/100RFA Score

    Ranked #7 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

  9. #9 Landmark Credit Union

    Based in Oconomowoc

    67/100RFA Score

    Ranked #9 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

  10. #10 NorthRock Partners

    Based in Brookfield, 22 mi away

    66/100RFA Score

    Ranked #10 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

  12. #12 Associated Bank

    Based in Oconomowoc

    66/100RFA Score

    Ranked #12 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

  13. #13 Associated Bank

    Based in Waukesha, 13 mi away

    65/100RFA Score

    Ranked #13 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

  16. #16 BMO Bank N.A Branches

    Based in Oconomowoc

    64/100RFA Score

    Ranked #16 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

  17. #17 Associated Bank

    Based in Oconomowoc

    64/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 3.0★ 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
    N49 W35876, Wisconsin Ave, Oconomowoc, WI 53066
    View profile for Associated Bank(262) 567-8511

  19. #19 Landmark Credit Union

    Based in Waukesha, 13 mi away

    64/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.3★ from 83 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 83 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2400 N Grandview Blvd, Waukesha, WI 53188
    View profile for Landmark Credit Union(262) 796-4500

  20. #20 Third Coast Advisors

    Based in Oconomowoc

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.6★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1166 Quail Ct Ste 100, Pewaukee, WI 53072
    View profile for Third Coast Advisors(262) 746-9270

  21. #21 Landmark Credit Union

    Based in Sussex, 15 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.7★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 34 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    N64W22694 Main St, Sussex, WI 53089
    View profile for Landmark Credit Union(262) 796-4500

  22. #22 Associated Bank

    Based in Watertown, 12 mi away

    64/100RFA Score

    Ranked #22 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

  23. #23 The Leist Group, LLC

    Based in Wauwatosa, 22 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    500 Elm Grove Rd #200, Elm Grove, WI 53122
    View profile for The Leist Group, LLC(262) 796-0030

  25. #25 BMO Bank N.A Branches

    Based in Waukesha, 16 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 3.7★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 31 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1580 E Moreland Blvd, Waukesha, WI 53186
    View profile for BMO Bank N.A Branches(262) 544-8780

How we ranked Oconomowoc financial planners

We scored 106 Oconomowoc financial planners 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Oconomowoc: frequently asked questions

Which financial planner has the highest RFA Score in Oconomowoc?

By RFA Score, the highest-ranked financial planner 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 106 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Oconomowoc?

RankedFinancialAdvisors ranks 106 financial planners serving Oconomowoc, WI. 11 of them are based in Oconomowoc; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial planners in Oconomowoc work on weekends?

33 of 106 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Navigation Wealth Management (#5), Landmark Credit Union (#9) and Associated Bank (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Oconomowoc financial planners have?

The median Google rating among 106 rated financial planners in Oconomowoc is 4.5★, with a median of 9 reviews. Landmark Credit Union has the most, 83 reviews, and ranks #19. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner 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 planners outside Oconomowoc count in this ranking?

Yes, if they are within 25 mi of the Oconomowoc city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Oconomowoc ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner 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 planners 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 106 financial planners serving Oconomowoc.

More financial planners and Oconomowoc pages