Financial Advisor / Financial Planner in Wisconsin

Financial advisors help individuals and families plan for retirement, invest wisely, and protect their wealth — building long-term client relationships that generate recurring income. Top advisors earn well into six figures, and the CFP credential opens doors to the most trusted and lucrative client relationships.

$88,712 WI Median Salary
13% Growth Rate
4–6 years Training

💰 Financial Advisor / Financial Planner Salary in Wisconsin

Estimated salary range for Financial Advisor / Financial Planners in Wisconsin, based on BLS national data adjusted for regional cost of living.

Entry
$50,000
Median
$88,712
Experienced
$200,000

🎓 Financial Advisor / Financial Planner Licensing in Wisconsin

Credential required: CFP (Certified Financial Planner) + Series 65 or 66

Requirements may vary slightly by state. Always verify current licensing requirements with the Wisconsin state licensing board before enrolling.

Schools and programs related to Financial Advisor / Financial Planner in Wisconsin

These listings are shown as related training options for Financial Advisor / Financial Planner in Wisconsin. Before enrolling, compare program length, total cost, credential outcomes, and how well each option matches local employer demand.

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Fox Valley Technical College

📍 Appleton, WI

Certificate 2-4yr

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Gateway Technical College

📍 Kenosha, WI

Certificate 2-4yr

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Milwaukee Area Technical College

📍 Milwaukee, WI

Certificate 2-4yr

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Moraine Park Technical College

📍 Fond du Lac, WI

Certificate 2-4yr

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Northeast Wisconsin Technical College

📍 Green Bay, WI

Certificate 2-4yr

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Chippewa Valley Technical College

📍 Eau Claire, WI

Certificate 2-4yr

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Western Technical College

📍 La Crosse, WI

Certificate 2-4yr

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Waukesha County Technical College

📍 Pewaukee, WI

Certificate 2-4yr

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Northcentral Technical College

📍 Wausau, WI

Certificate 2-4yr

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Southwest Wisconsin Technical College

📍 Fennimore, WI

Certificate 2-4yr

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Northwood Technical College

📍 Rice Lake, WI

Certificate 2-4yr

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Mid-State Technical College

📍 Wisconsin Rapids, WI

Certificate 2-4yr

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Lakeshore Technical College

📍 Cleveland, WI

Certificate 2-4yr

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Blackhawk Technical College

📍 Janesville, WI

Certificate 2-4yr

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Nicolet Area Technical College

📍 Rhinelander, WI

Certificate 2-4yr

How to compare these options

  • Look for programs that align with the most common hiring path for Financial Advisor / Financial Planner in Wisconsin.
  • Ask whether graduates are prepared for any required credential, license, or employer screening step.
  • Compare cost, completion time, and schedule before making a final decision.

🗺️ This Career in Other States

Compare pay, training time, school questions, and next steps before spending money on a program.

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