Wisconsin Wealth Advisors, LLC

Wisconsin Wealth Advisors, LLC (CRD# 145946) is a financial advisory firm headquartered in Sun Prairie, WI. They manage $86,520,198 in 463 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $186,869
Compensation Options
  • A percentage of assets under your management
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
Shaun M. Balding
CRD#: 6058776
1777 West Main Street, Suite 203, Sun Prairie, WI 53590

Shaun Balding (CRD# 6058776) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 4 years of experience in the finance industry.

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

Jonathan Hill (CRD# 1372348) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 36 years of experience in the finance industry.

3
Chris A. Swenson
CRD#: 4287391
1777 West Main Street, Suite 203, Sun Prairie, WI 53590

Chris Swenson (CRD# 4287391) is an Investment Advisor Representative working at Wisconsin Wealth Advisors, LLC in Sun Prairie, WI and has over 21 years of experience in the finance industry.

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