#1Blackhawk Capital Partners, LLC
BLACKHAWK CAPITAL PARTNERS, LLC
Based in Thiensville, WI
Retirement Plan Advisors in Ozaukee County, WI
The top-ranked retirement plan advisors serving Ozaukee County, WI are Blackhawk Capital Partners, LLC, Denali Wealth Management, Inc. and Pjs Investment Management. We list 19 retirement plan advisors serving Ozaukee County, WI. 19 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 Ozaukee County, WI. 19 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 Ozaukee County
#2Denali Wealth Management, Inc.
DENALI WEALTH MANAGEMENT, INC.Based in Mequon, WI#3Pjs Investment Management
P. J. SCHMIDT INVESTMENT MANAGEMENT, INCBased in Cedarburg, WI#4Plus Group Wealth Advisors, LLC
PLUS GROUP WEALTH ADVISORS, LLCBased in Belgium, WI#5Richmond Investment Services LLC
RICHMOND INVESTMENT SERVICES LLCBased in Mequon, WI#6Spectrum Investment Advisors, Inc.
SPECTRUM INVESTMENT ADVISORS, INC.Based in Mequon, WI#7Capital Wealth Advisors, Ltd.
CAPITAL WEALTH ADVISORS, LTD.Serves this area from West Bend, WI (19 mi)#8Charter Capital Management, Inc
CHARTER CAPITAL MANAGEMENT, LLCServes this area from Brookfield, WI (32 mi)#9Alpha Investment Consulting Group, LLC
ALPHA INVESTMENT CONSULTING GROUP, LLCServes this area from Milwaukee, WI (32 mi)#10Johnson Wealth Inc.
JOHNSON WEALTH INC.Serves this area from Milwaukee, WI (32 mi)
9 more providers serving this area
- Robert W. Baird & Co. Incorporated, Milwaukee, WI (32 mi)
- Francis LLC, Brookfield, WI (32 mi)
- Tidal Investments LLC, Milwaukee, WI (33 mi)
- Sterling Capital Management Inc, Brookfield, WI (34 mi)
- Lasalle Investment Advisors, Inc., Pewaukee, WI (35 mi)
- Entasis Asset Management LLC, Brookfield, WI (35 mi)
- Granite Financial Group, Brookfield, WI (36 mi)
- Annex Wealth Management, LLC, Brookfield, WI (36 mi)
- Paladin Partners, Hartland, WI (37 mi)
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Frequently asked questions
How many retirement plan advisors serve Ozaukee County?
We list 19 retirement plan advisors serving Ozaukee County, WI: 6 based there and 13 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 Ozaukee County?
The top-ranked retirement plan advisors serving Ozaukee County, WI are Blackhawk Capital Partners, LLC, Denali Wealth Management, Inc., Pjs Investment Management, Plus Group Wealth Advisors, LLC and Richmond Investment Services LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Ozaukee County are verified against official records?
10 of the top 10 match an active official record: Blackhawk Capital Partners, LLC (U.S. Securities and Exchange Commission), Denali Wealth Management, Inc. (U.S. Securities and Exchange Commission), Pjs Investment Management (U.S. Securities and Exchange Commission), Plus Group Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Richmond Investment Services 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 .
Cities in Ozaukee County
Communities served
Cedarburg, Port Washington, Grafton, Saukville, Thiensville, Belgium, Fredonia, Waubeka