3 Best Financial Services in Madison, WI

“Brent Kimbel is a Private Wealth Advisor and Certified Financial Planner practitioner at Ameriprise Financial Services, LLC, in Madison, Wisconsin. He aims to help you feel confident, connected, and in control of your finances. Brent Kimbel completed his Personal Finance degree at the University of Wisconsin in Madison in 1995. He holds FINRA Series 24 General Securities Principal, FINRA Series 7 & 63 General Securities Representative, and Uniform Securities Agent licenses. He provides one-on-one financial advice based on your goals and needs, personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. Brent Kimbel and his team will have regular meetings to review your goals, progress, and investments.”

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“Madison Partners is an independent financial planner in Madison, Wisconsin. As Certified Financial Planners, the team annually demonstrates heightened competency levels across a broad range of subject matter. They are open and transparent in their discussions and strategic and comprehensive financial planning. Dedicated to providing investment management and strategic wealth planning suitable for you, they strive to be their clients' trusted advisors. The firm focuses on understanding your goals and developing a plan to pursue them. They will meet with you to present an analysis and discuss their suggestions. Together, they implement the recommendations and monitor your progress. The team builds portfolios based on independent and objective guidance and advice. Their focus remains where it belongs—building lasting relationships with their clients.”

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“Walkner Condon Financial Advisors LLC is a fee-only financial advisor in Madison, Wisconsin. Clint Walkner is the firm's managing partner and Chief Compliance Officer (CCO). Their philosophy is built on transparency and managing investment risk. As a fee-only firm, they do not accept commissions from investment or insurance companies and act as fiduciaries for all their clients. They believe in educating their clients on all aspects of their financial lives through regular meetings and transparent communication. Whether you're a current client or just exploring their services, they encourage you to subscribe to their newsletter. Clients have access to comprehensive financial planning and monitoring tools designed to help them understand their financial lives fully.”

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