Top Picks · Kenosha
Best Financial Advisors in Kenosha, WI
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As of June 2026, RatingsNearMe ranks 19 financial advisors in Kenosha, WI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Retirement Advocates, Inc. with a 5.0-star rating from 20 Google reviews and an RNM Score of 75/100. Also in the top tier: Natalie Rigsby-Murray - COUNTRY Financial Representative and Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS®|CRPC™. 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 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Prophet Asset Management Inc
Prophet Asset Management Inc stands out as the top-ranked advisor in Kenosha due to its strong reputation and comprehensive asset management services.
Most Reviewed
Edward Jones - Financial Advisor: Michael McKinney, CFP®|CRPC™
A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Kenosha, consider both the advisor's credentials and the number of client reviews to ensure a good fit for your financial goals. It's also wise to schedule initial consultations to compare their approach and fees.
Local Market Snapshot
19
Businesses listed
4.7★
Avg rating
5
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 20 Google reviews, reflecting exceptional client satisfaction.
6123 Green Bay Rd #210, Kenosha, WI 53142, USAWith a perfect 5.0-star rating from 10 Google reviews, this advisor is highly trusted locally.
5027 Green Bay Rd suite 102, Kenosha, WI 53144, USAExceptional 5.0-star rating from 10 Google reviews for Kenosha financial guidance.
2324 18th St e, Kenosha, WI 53140, USAFinancial 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 | Natalie Rigsby-Murray - COUNTRY Financial Representative5027 Green Bay Rd suite 102, Kenosha, WI 53144, USA | 5.0★ | 10 |
| #3 | Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS®|CRPC™2324 18th St e, Kenosha, WI 53140, USA | 5.0★ | 10 |
| #4 | The Schaeffer Financial Group, LLC2315 30th Ave, Kenosha, WI 53144, USA | 5.0★ | 7 |
| #5 | Edward Jones - Financial Advisor: Kyle Kibar, AAMS®|CRPC™4003 80th St Suite 102A, Kenosha, WI 53142, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Daniel J Pascucci, CPWA®|AAMS®4901 60th St, Kenosha, WI 53144, USA | 5.0★ | 6 |
| #7 | Serenity Wealth Management, Sean O'Connor MBA23042 75th St, Salem Lakes, WI 53168, USA | 5.0★ | 7 |
| #8 | Wells Fargo Advisors600 52nd St Suite 100, Kenosha, WI 53140, USA | 3.7★ | 7 |
| #9 | Pulera Financial Services5455 Sheridan Rd LL20, Kenosha, WI 53140, USA | 5.0★ | 5 |
| #10 | Jordan Financial Life Planning6123 Green Bay Rd Suite 200, Kenosha, WI 53142, USA | 4.7★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Kenosha
Earns a perfect 5.0-star rating from 7 Google reviews for trusted financial guidance.
2315 30th Ave, Kenosha, WI 53144, USA
Exceptional 5.0-star rating from a small number of Google reviews.
4003 80th St Suite 102A, Kenosha, WI 53142, USA
Exceptional 5.0-star rating from six reviews for Kenosha financial guidance.
4901 60th St, Kenosha, WI 53144, USA
Rated 5.0 stars from 7 reviews, offering trusted financial guidance in Kenosha.
23042 75th St, Salem Lakes, WI 53168, USA
Based on 7 reviews, this Kenosha financial advisor holds a 3.7-star rating.
600 52nd St Suite 100, Kenosha, WI 53140, USA
Exceptional 5.0-star rating from 5 Google reviews for trusted financial guidance.
5455 Sheridan Rd LL20, Kenosha, WI 53140, USA
Known for a strong 4.7-star rating from a handful of Google reviews.
6123 Green Bay Rd Suite 200, Kenosha, WI 53142, USA
5.0-star rating from 2 Google reviews for a Kenosha financial advisor.
10411 Corporate Dr #202, Pleasant Prairie, WI 53158, USA
Earns a perfect 5.0-star rating from its Google reviews in Kenosha.
708 57th St, Kenosha, WI 53140, USA
Boasts a perfect 5.0-star rating from customer reviews in Kenosha.
8500 75th St Suite 107, Kenosha, WI 53142, USA
Holds a 1.0-star rating from one Google review.
6520 67th St, Kenosha, WI 53142, USA
Exceptional 5.0-star rating from a small number of Google reviews.
6121 Green Bay Rd STE 205, Kenosha, WI 53142, USA
A local financial advisor with no customer reviews yet to reference.
5027 Green Bay Rd Ste 106, Kenosha, WI 53144, USA
Exceptional 5.0 rating from a handful of Google reviews in Kenosha.
6233 Bankers Rd Suite 10, Mt Pleasant, WI 53403, USA
Earns exceptional 5.0-star ratings from its first few clients in Kenosha.
4812 Northwestern Ave, Mt Pleasant, WI 53406, USA
This advisor has no online reviews yet, so local reputation is currently unknown.
6905 Green Bay Rd Suite 106, Kenosha, WI 53142, USA
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Financial Advisors in Kenosha, WI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Retirement Advocates, Inc. | 75/100 | 5.0 ★ | 20 |
| 2 | Natalie Rigsby-Murray - COUNTRY Financial Representative | 71/100 | 5.0 ★ | 10 |
| 3 | Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS®|CRPC™ | 71/100 | 5.0 ★ | 10 |
| 4 | The Schaeffer Financial Group, LLC | 70/100 | 5.0 ★ | 7 |
| 5 | Edward Jones - Financial Advisor: Kyle Kibar, AAMS®|CRPC™ | 64/100 | 5.0 ★ | 2 |
| 6 | Edward Jones - Financial Advisor: Daniel J Pascucci, CPWA®|AAMS® | 69/100 | 5.0 ★ | 6 |
| 7 | Serenity Wealth Management, Sean O'Connor MBA | 70/100 | 5.0 ★ | 7 |
| 8 | Wells Fargo Advisors | 48/100 | 3.7 ★ | 7 |
| 9 | Pulera Financial Services | 68/100 | 5.0 ★ | 5 |
| 10 | Jordan Financial Life Planning | 61/100 | 4.7 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 13, 2026.
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