#1Barrett Wealth Connection LLC
BARRETT WEALTH CONNECTION LLC
Serves this area from Spring Grove, IL (21 mi)
Retirement Plan Advisors in Kenosha, WI
The top-ranked retirement plan advisors serving Kenosha, WI are Barrett Wealth Connection LLC, Inspirion Wealth Advisors, LLC and Faircourt Partners, LLC. We list 15 retirement plan advisors serving Kenosha, WI. 15 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Kenosha, WI (Kenosha County). 15 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Kenosha
#2Inspirion Wealth Advisors, LLC
INSPIRION WEALTH ADVISORS, LLCServes this area from Libertyville, IL (21 mi)#3Faircourt Partners, LLC
FAIRCOURT PARTNERS, LLCServes this area from Lake Bluff, IL (21 mi)#4Tsfg, LLC
TSFG, LLCServes this area from Lake Forest, IL (23 mi)#515 Wealth Advisors LLC
15 WEALTH ADVISORS LLCServes this area from Mundelein, IL (23 mi)#6Mosaic Fi LLC
MOSAIC FI LLCServes this area from Lincolnshire, IL (28 mi)#7Alera Investment Advisors, LLC
ALERA INVESTMENT ADVISORS, LLCServes this area from Deerfield, IL (29 mi)#8Nadler Financial Group, Inc.
NADLER FINANCIAL GROUP, INC.Serves this area from Deerfield, IL (30 mi)#9E. A. Horwitz LLC
E. A. HORWITZ LLCServes this area from Deerfield, IL (30 mi)#10Capital Resource Management,inc.
CAPITAL RESOURCE MANAGEMENT INCServes this area from Deerfield, IL (30 mi)
5 more providers serving this area
- Kinnamon & Associates Ltd II, Barrington, IL (32 mi)
- Virtue Asset Management LLC, Barrington, IL (33 mi)
- Form Wealth Advisors, LLC, WI
- American Community Wealth Management, LLC, Crystal Lake, IL (33 mi)
- Hendricks Wealth And Estate Management, Algonquin, IL (38 mi)
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Frequently asked questions
How many retirement plan advisors serve Kenosha?
We list 15 retirement plan advisors serving Kenosha, WI: 0 based there and 15 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Kenosha?
The top-ranked retirement plan advisors serving Kenosha, WI are Barrett Wealth Connection LLC, Inspirion Wealth Advisors, LLC, Faircourt Partners, LLC, Tsfg, LLC and 15 Wealth Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Kenosha are verified against official records?
10 of the top 10 match an active official record: Barrett Wealth Connection LLC (U.S. Securities and Exchange Commission), Inspirion Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Faircourt Partners, LLC (U.S. Securities and Exchange Commission), Tsfg, LLC (U.S. Securities and Exchange Commission) and 15 Wealth Advisors LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .