Wisconsin Wealth Advisors, LLC

Wisconsin Wealth Advisors, LLC (CRD# 145946) is a financial advisory firm headquartered in Sun Prairie, WI. They manage $56,542,622 in 386 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    386
    ACCOUNTS
  • Average Account Value
    $146,483
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Wisconsin Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Terry A. Balding
CRD#: 1024558
1777 West Main Street, Suite 203, Sun Prairie, WI 53590
86
Wealthminder
score

Terry Balding (CRD# 1024558) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 35 years of experience in the finance industry. Terry Balding has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan W. Hill
CRD#: 1372348
1777 West Main Street, Suite 203, Sun Prairie, WI 53590
81
Wealthminder
score

Jonathan Hill (CRD# 1372348) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 32 years of experience in the finance industry.

3
Shaun Balding
CRD#: 6058776
1777 West Main Street, Suite 203, Sun Prairie, WI 53590
55
Wealthminder
score

Shaun Balding (CRD# 6058776) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has 1 year of experience in the finance industry.

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