#1Coordinated Capital Securities, Inc.
COORDINATED CAPITAL SECURITIES, INC.
Serves this area from Fort Atkinson, WI (22 mi)
Retirement Plan Advisors in Rock County, WI
The top-ranked retirement plan advisors serving Rock County, WI are Coordinated Capital Securities, Inc., Klaas Financial Asset Advisors, LLC. and Choreo, LLC. We list 23 retirement plan advisors serving Rock County, WI. 23 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 Rock County, WI. 23 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 Rock County
#2Klaas Financial Asset Advisors, LLC.
KLAAS FINANCIAL ASSET ADVISORS, LLC.Serves this area from Loves Park, IL (24 mi)#3Choreo, LLC
CHOREO, LLCServes this area from Rockford, IL (26 mi)#4Savant Wealth Management
SAVANT CAPITAL, LLCServes this area from Rockford, IL (28 mi)#5Midwest Financial Associates, Inc.
MIDWEST FINANCIAL ASSOCIATES, INC.Serves this area from Rockford, IL (28 mi)#6Form Wealth Advisors, LLC
FORM WEALTH ADVISORS, LLCServes this area from WI#7Madison Partners
MADISON WEALTH PARTNERS, INC.Serves this area from Madison, WI (29 mi)#8Park Capital Management, LLC
PARK CAPITAL MANAGEMENT, LLCServes this area from Fitchburg, WI (30 mi)#9Atlatl Advisers
ATLATL ADVISERS LLCServes this area from Madison, WI (31 mi)#10Baker Tilly Wealth Management, LLC
BAKER TILLY WEALTH MANAGEMENT, LLCServes this area from Madison, WI (31 mi)
13 more providers serving this area
- Resonant Capital Advisors, LLC, Madison, WI (32 mi)
- Walkner Condon Financial Advisors LLC, Verona, WI (32 mi)
- Madison Investment Advisors, LLC, Madison, WI (33 mi)
- Trustage Investment Management, Madison, WI (34 mi)
- Milestone Investment Advisors, LLC, Middleton, WI (36 mi)
- Cmg Wealth Advisors LLC, Madison, WI (36 mi)
- Clf Asset Management, Inc., Madison, WI (36 mi)
- Yahara Wealth Management LLC, Madison, WI (36 mi)
- Goldstein Advisors, LLC, Madison, WI (37 mi)
- Thompson Investment Management, Inc., Madison, WI (37 mi)
- Canopy Wealth Management, Middleton, WI (37 mi)
- Jacobson & Schmitt Advisors, LLC, Middleton, WI (37 mi)
- Sentinel Advisory Group, LLC, Middleton, WI (37 mi)
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Frequently asked questions
How many retirement plan advisors serve Rock County?
We list 23 retirement plan advisors serving Rock County, WI: 0 based there and 23 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 Rock County?
The top-ranked retirement plan advisors serving Rock County, WI are Coordinated Capital Securities, Inc., Klaas Financial Asset Advisors, LLC., Choreo, LLC, Savant Wealth Management and Midwest Financial Associates, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Rock County are verified against official records?
10 of the top 10 match an active official record: Coordinated Capital Securities, Inc. (U.S. Securities and Exchange Commission), Klaas Financial Asset Advisors, LLC. (U.S. Securities and Exchange Commission), Choreo, LLC (U.S. Securities and Exchange Commission), Savant Wealth Management (U.S. Securities and Exchange Commission) and Midwest Financial Associates, Inc. (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 Rock County
Communities served
Edgerton, Evansville, Milton, Clinton, Orfordville, Footville, Hanover, Shopiere, Fulton