#1Yes Wealth Management
S CAPITAL WEALTH ADVISORS, LLC
Serves this area from Mahtomedi, MN (38 mi)
Retirement Plan Advisors in Polk County, WI
The top-ranked retirement plan advisors serving Polk County, WI are Yes Wealth Management, Highmark Wealth Management LLC and Freedom Financial Partners LLC. We list 5 retirement plan advisors serving Polk County, WI. 5 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 Polk County, WI. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Polk County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Yes Wealth Management | SEC-registered investment adviser (CRD)#172591 | Mahtomedi, MN (38 mi) | (651) 426-5854 |
| 2 | Highmark Wealth Management LLC | SEC-registered investment adviser (CRD)#164790 | Oakdale, MN (42 mi) | (651) 829-3300 |
| 3 | Freedom Financial Partners LLC | SEC-registered investment adviser (CRD)#327560 | Oakdale, MN (42 mi) | (651) 797-3532 |
| 4 | Ballast Advisors, LLC | SEC-registered investment adviser (CRD)#285991 | Woodbury, MN (44 mi) | (651) 478-4644 |
| 5 | Legacy Wealth | SEC-registered investment adviser (CRD)#306732 | Woodbury, MN (44 mi) | (651) 621-2383 |
#2Highmark Wealth Management LLC
HIGHMARK WEALTH MANAGEMENT LLCServes this area from Oakdale, MN (42 mi)#3Freedom Financial Partners LLC
FREEDOM FINANCIAL PARTNERS LLCServes this area from Oakdale, MN (42 mi)#4Ballast Advisors, LLC
BALLAST ADVISORS, LLCServes this area from Woodbury, MN (44 mi)#5Legacy Wealth
LEGACY WEALTH ASSET MANAGEMENT, LLCServes this area from Woodbury, MN (44 mi)
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Frequently asked questions
How many retirement plan advisors serve Polk County?
We list 5 retirement plan advisors serving Polk County, WI: 0 based there and 5 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Polk County?
The top-ranked retirement plan advisors serving Polk County, WI are Yes Wealth Management, Highmark Wealth Management LLC, Freedom Financial Partners LLC, Ballast Advisors, LLC and Legacy Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Polk County are verified against official records?
5 of the top 5 match an active official record: Yes Wealth Management (U.S. Securities and Exchange Commission), Highmark Wealth Management LLC (U.S. Securities and Exchange Commission), Freedom Financial Partners LLC (U.S. Securities and Exchange Commission), Ballast Advisors, LLC (U.S. Securities and Exchange Commission) and Legacy Wealth (U.S. Securities and Exchange Commission). 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 .
Communities served
Amery, Osceola, St. Croix Falls, Frederic, Clear Lake, Luck, Balsam Lake, Milltown, Dresser, Centuria, Clayton, Lewis