Wisconsin Wealth Advisors, LLC
Wisconsin Wealth Advisors, LLC is a financial advisory and money management firm headquartered in Sun Prairie, Wisconsin, also serving clients from an office in Madison. Founded in 1982, the firm provides financial planning and investment advisory services and is a registered investment adviser. As a local boutique firm, Wisconsin Wealth Advisors delivers fiduciary advice to individuals, families, and small businesses. They offer customized retirement, investment, and wealth management strategies. The firm has been in business for over 40 years and is managed by Mr. Terry Balding, Owner. They typically serve individuals seeking personalized financial planning and guidance.
Investment Strategy
Wisconsin Wealth Advisors focuses on comprehensive, client-centered financial planning utilizing MoneyGuidePro® to create personalized roadmaps for achieving financial goals. Their approach emphasizes aligning investment strategies with each client's evolving needs, wants, and wishes, helping clients adjust plans as their circumstances change. Investment solutions are tailored based on individual risk tolerance, retirement objectives, and overall life goals, with a fiduciary commitment to acting in clients' best interests and providing affordable planning services typically on a fee basis. Their philosophy centers on helping clients achieve financial independence and freedom, adapting recommendations as life evolves.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 4.51% | $4.7M | 7,888 | $529.07 | $600.37 | +$1.0M |
G GLD | SPDR GOLD TR | 4.15% | $4.4M | 12,272 | $244.18 | $355.47 | +$689.4K |
S SDVY | FIRST TR EXCHANGE-TRADED FD | 4.15% | $4.4M | 114,599 | $35.75 | $38.02 | +$295.1K |
A AVGO | BROADCOM INC | 4.02% | $4.2M | 12,802 | $233.33 | $329.91 | +$656.6K |
F FDL | FIRST TR EXCHANGE-TRADED FD | 4.02% | $4.2M | 97,251 | $40.43 | $43.41 | +$126.5K |