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Emergencies don't keep business hours. These financial advisors in Kenosha are available 24 hours a day, 7 days a week — including holidays.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Kenosha, WI by verified customer ratings and review volume. The highest-rated is Retirement Advocates, Inc. with a 5.0-star rating from 20 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS®|CRPC™ and Natalie Rigsby-Murray - COUNTRY Financial Representative. The average rating across all listed financial advisors in Kenosha is 4.7 stars from 5 reviews per business on average.
Financial advisors in Kenosha typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.7★
Avg rating
5
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Retirement Advocates, Inc.
6123 Green Bay Rd #210, Kenosha, WI 53142, USA
Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS®|CRPC™
2324 18th St e, Kenosha, WI 53140, USA
Natalie Rigsby-Murray - COUNTRY Financial Representative
5027 Green Bay Rd suite 102, Kenosha, WI 53144, USA
Financial Advisors Rankings in Kenosha, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Retirement Advocates, Inc.6123 Green Bay Rd #210, Kenosha, WI 53142, USA | 5.0★ | 20 |
| #2 | Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS®|CRPC™2324 18th St e, Kenosha, WI 53140, USA | 5.0★ | 10 |
| #3 | Natalie Rigsby-Murray - COUNTRY Financial Representative5027 Green Bay Rd suite 102, Kenosha, WI 53144, USA | 5.0★ | 10 |
| #4 | The Schaeffer Financial Group, LLC2315 30th Ave, Kenosha, WI 53144, USA | 5.0★ | 7 |
| #5 | Edward Jones - Financial Advisor: Daniel J Pascucci, CPWA®|AAMS®4901 60th St, Kenosha, WI 53144, USA | 5.0★ | 6 |
| #6 | Jordan Financial Life Planning6123 Green Bay Rd Suite 200, Kenosha, WI 53142, USA | 4.7★ | 3 |
| #7 | Edward Jones - Financial Advisor: Debbie Besenhofer, CFP®|AAMS®|CRPC™8500 75th St Suite 107, Kenosha, WI 53142, USA | 5.0★ | 1 |
| #8 | Pulera Financial Services5455 Sheridan Rd LL20, Kenosha, WI 53140, USA | 5.0★ | 5 |
| #9 | Kelly Banner - Thrivent6121 Green Bay Rd STE 205, Kenosha, WI 53142, USA | 5.0★ | 1 |
| #10 | Serenity Wealth Management, Sean O'Connor MBA23042 75th St, Salem Lakes, WI 53168, USA | 5.0★ | 7 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Kenosha
The Schaeffer Financial Group, LLC
2315 30th Ave, Kenosha, WI 53144, USA
Edward Jones - Financial Advisor: Daniel J Pascucci, CPWA®|AAMS®
4901 60th St, Kenosha, WI 53144, USA
Jordan Financial Life Planning
6123 Green Bay Rd Suite 200, Kenosha, WI 53142, USA
Edward Jones - Financial Advisor: Debbie Besenhofer, CFP®|AAMS®|CRPC™
8500 75th St Suite 107, Kenosha, WI 53142, USA
Pulera Financial Services
5455 Sheridan Rd LL20, Kenosha, WI 53140, USA
Kelly Banner - Thrivent
6121 Green Bay Rd STE 205, Kenosha, WI 53142, USA
Serenity Wealth Management, Sean O'Connor MBA
23042 75th St, Salem Lakes, WI 53168, USA
Michael Morrone - Private Wealth Advisor, Ameriprise Financial Services, LLC
5027 Green Bay Rd Ste 106, Kenosha, WI 53144, USA
Spectrum Wealth Advisors
10411 Corporate Dr #202, Pleasant Prairie, WI 53158, USA
T. Heller Financial Services
6520 67th St, Kenosha, WI 53142, USA
Edward Jones - Financial Advisor: Kyle Kibar, AAMS®|CRPC™
4003 80th St Suite 102A, Kenosha, WI 53142, USA
Prophet Asset Management Inc
708 57th St, Kenosha, WI 53140, USA
Wells Fargo Advisors
600 52nd St Suite 100, Kenosha, WI 53140, USA
Mark Oechler - Financial Advisor, Ameriprise Financial Services, LLC
6905 Green Bay Rd Suite 106, Kenosha, WI 53142, USA
Financial Service Group Inc
4812 Northwestern Ave, Mt Pleasant, WI 53406, USA
Edward Jones - Financial Advisor: Michael McKinney, CFP®|CRPC™
6233 Bankers Rd Suite 10, Mt Pleasant, WI 53403, USA
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Frequently Asked Questions — Financial Advisors in Kenosha
What is a fiduciary financial advisor and why does it matter in Kenosha?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Kenosha, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Kenosha?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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