Best Financial Advisors in Kenosha

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
90+
Advisors
4.5/5.0
Average Rating

Kenosha Financial Landscape

Kenosha's economy is supported by manufacturing, healthcare, and retail sectors. The city benefits from its strategic location between Chicago and Milwaukee.

Major industries
Manufacturing, Healthcare, Retail
Population
99.9K (metro: 1.5M)
Median household income
$62,000
Unique needs
Kenosha requires a focus on economic diversification and sustainable development to mitigate risks associated with industry concentration.
Market Insights
Economic Growth
According to BEA (2023), Kenosha's GDP growth rate is projected at 3.2%, driven by manufacturing and healthcare expansions.
Wealth Demographics
According to Census (2023), the median household income in Kenosha is $62,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Kenosha are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Kenosha's cost of living is 5% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Kenosha shows a 4% annual appreciation, indicating a stable housing environment.
Business Environment
According to Fortune (2024), Kenosha's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Kenosha

Edward Jones - Financial Advisor: Mark D Berghuis, CFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
The Schaeffer Financial Group, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Daniel J Pascucci, CPWA®|AAMS®
★ ★ ★ ★ ★ 5
Pulera Financial Services
★ ★ ★ ★ ★ 5
Kelly Banner - Thrivent
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Kenosha, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Kenosha-Specific Expertise
For Kenosha residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Kenosha's manufacturing focus poses risks; diversify into tech and services. Real estate may face volatility; monitor housing trends. Flooding risks exist.

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