#1Sentinel Advisory Group, LLC
SENTINEL ADVISORY GROUP, LLC
Serves this area from Middleton, WI (31 mi)
Retirement Plan Advisors in Sauk County, WI
The top-ranked retirement plan advisors serving Sauk County, WI are Sentinel Advisory Group, LLC, Jacobson & Schmitt Advisors, LLC and Canopy Wealth Management. We list 17 retirement plan advisors serving Sauk County, WI. 17 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 Sauk County, WI. 17 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 Sauk County
#2Jacobson & Schmitt Advisors, LLC
JACOBSON & SCHMITT ADVISORS, LLCServes this area from Middleton, WI (31 mi)#3Canopy Wealth Management
ERN FINANCIAL, LLCServes this area from Middleton, WI (32 mi)#4Thompson Investment Management, Inc.
THOMPSON INVESTMENT MANAGEMENT, INC.Serves this area from Madison, WI (32 mi)#5Goldstein Advisors, LLC
GOLDSTEIN ADVISORS, LLCServes this area from Madison, WI (32 mi)#6Yahara Wealth Management LLC
YAHARA WEALTH MANAGEMENT LLCServes this area from Madison, WI (32 mi)#7Clf Asset Management, Inc.
CLF ASSET MANAGEMENT, INC.Serves this area from Madison, WI (32 mi)#8Cmg Wealth Advisors LLC
CMG WEALTH ADVISORS LLCServes this area from Madison, WI (32 mi)#9Milestone Investment Advisors, LLC
MILESTONE INVESTMENT ADVISORS, LLCServes this area from Middleton, WI (33 mi)#10Trustage Investment Management
MEMBERS CAPITAL ADVISORS, INC.Serves this area from Madison, WI (34 mi)
7 more providers serving this area
- Madison Investment Advisors, LLC, Madison, WI (35 mi)
- Walkner Condon Financial Advisors LLC, Verona, WI (37 mi)
- Resonant Capital Advisors, LLC, Madison, WI (37 mi)
- Atlatl Advisers, Madison, WI (38 mi)
- Park Capital Management, LLC, Fitchburg, WI (38 mi)
- Madison Partners, Madison, WI (40 mi)
- Baker Tilly Wealth Management, LLC, Madison, WI (41 mi)
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Frequently asked questions
How many retirement plan advisors serve Sauk County?
We list 17 retirement plan advisors serving Sauk County, WI: 0 based there and 17 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 Sauk County?
The top-ranked retirement plan advisors serving Sauk County, WI are Sentinel Advisory Group, LLC, Jacobson & Schmitt Advisors, LLC, Canopy Wealth Management, Thompson Investment Management, Inc. and Goldstein Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Sauk County are verified against official records?
10 of the top 10 match an active official record: Sentinel Advisory Group, LLC (U.S. Securities and Exchange Commission), Jacobson & Schmitt Advisors, LLC (U.S. Securities and Exchange Commission), Canopy Wealth Management (U.S. Securities and Exchange Commission), Thompson Investment Management, Inc. (U.S. Securities and Exchange Commission) and Goldstein 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 .
Communities served
Baraboo, Reedsburg, Prairie du Sac, Sauk City, Lake Delton, West Baraboo, Spring Green, Plain, North Freedom, Bluffview, Merrimac, Rock Springs, La Valle, Loganville, Ironton, Lime Ridge