#1Midwest Professional Planners, Ltd.
MIDWEST PROFESSIONAL PLANNERS, LTD.
Serves this area from Wausau, WI (45 mi)
Retirement Plan Advisors in Taylor County, WI
The top-ranked retirement plan advisors serving Taylor County, WI are Midwest Professional Planners, Ltd., Hoff Private Wealth and Buska Wealth Management, LLC. We list 3 retirement plan advisors serving Taylor County, WI. 3 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 Taylor County, WI. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Taylor County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Midwest Professional Planners, Ltd. | SEC-registered investment adviser (CRD)#112995 | Wausau, WI (45 mi) | (715) 848-3474 |
| 2 | Hoff Private Wealth | SEC-registered investment adviser (CRD)#301001 | Wausau, WI (45 mi) | (715) 841-0405 |
| 3 | Buska Wealth Management, LLC | SEC-registered investment adviser (CRD)#170627 | Wausau, WI (45 mi) | (715) 355-4445 |
#2Hoff Private Wealth
HOFF BROTHERS, LLCServes this area from Wausau, WI (45 mi)#3Buska Wealth Management, LLC
BUSKA WEALTH MANAGEMENT, LLCServes this area from Wausau, WI (45 mi)
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Frequently asked questions
How many retirement plan advisors serve Taylor County?
We list 3 retirement plan advisors serving Taylor County, WI: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Taylor County?
The top-ranked retirement plan advisors serving Taylor County, WI are Midwest Professional Planners, Ltd., Hoff Private Wealth and Buska Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Taylor County are verified against official records?
3 of the top 3 match an active official record: Midwest Professional Planners, Ltd. (U.S. Securities and Exchange Commission), Hoff Private Wealth (U.S. Securities and Exchange Commission) and Buska Wealth Management, LLC (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
Medford, Rib Lake, Stetsonville, Gilman, Westboro, Lublin, Chelsea, Whittlesey, Jump River