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How to Become a Personal Financial Advisors in Wisconsin

Personal Financial Advisors in Wisconsin earn a median salary of $115,680/year, which is 13% above the national average. Wisconsin has a state income tax of ~4.4%. After taxes and rent, a personal financial advisors takes home approximately $5,645/month. Most positions require Bachelor's degree.

$116K
Median salary in Wisconsin
+13%
vs. national average
4.4%
State income tax
5,240
Employed in Wisconsin

What a personal financial advisors can afford in Wisconsin

Gross annual salary$115,680
Est. monthly take-home (after fed + 4.4% state tax)$7,057/mo
Median 2BR rent (Wisconsin)-$1,412/mo
Rent as % of take-home20% (within guideline)
Cost-of-living adjusted salary$115,680/yr (RPP: 100)
Monthly remaining after rent$5,645/mo

Becoming a personal financial advisors in Wisconsin

1

Meet education requirements

Personal Financial Advisors positions in Wisconsin typically require Bachelor's degree. Programs are available at colleges and training institutions across Wisconsin. Research accredited programs in your area.

2

Gain required experience

Many personal financial advisors positions in Wisconsin require hands-on experience through internships, apprenticeships, or entry-level roles. Look for training programs and mentorship opportunities in your metro area.

3

Obtain Wisconsin licensure or certification

Wisconsin may require specific licensing or professional certification for personal financial advisorss. Requirements vary by state — contact the Wisconsin Department of Labor or relevant licensing board for current requirements, exam schedules, and application procedures.

4

Find positions in Wisconsin

Wisconsin employs 5,240 personal financial advisors. The highest concentrations are in Madison and Milwaukee-Waukesha.

Personal Financial Advisors salary by metro area in Wisconsin

Metro areaMedianHourlyEmployment
Madison$124K$59.54/hr580
Milwaukee-Waukesha$121K$58.28/hr2,680
Oshkosh-Neenah$121K$58.04/hr100
Green Bay$117K$56.4/hr220
Eau Claire$117K$56.16/hr150
Fond du Lac$112K$53.87/hr40
Appleton$104K$49.91/hr180
La Crosse-Onalaska$100K$47.9/hr160
Janesville-Beloit$99K$47.44/hr50
Racine-Mount Pleasant$99K$47.43/hr70
Wausau$99K$47.4/hr80
Kenosha$93K$44.85/hr50

Personal Financial Advisors salary range in Wisconsin

10th percentile (entry)
$57K
25th percentile
$75K
Median (50th)
$116K
75th percentile
$174K
90th percentile (senior)
$0
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Frequently asked questions

How much does a personal financial advisors make in Wisconsin?

The median personal financial advisors salary in Wisconsin is $115,680 per year ($55.61/hr). This is 13% above the national median of $102,140. Salaries range from $56,670 to $0.

What are the requirements to become a personal financial advisors in Wisconsin?

Personal Financial Advisors positions in Wisconsin typically require Bachelor's degree. Wisconsin may have specific licensing or certification requirements. Check with the Wisconsin licensing board or department of labor for current requirements.

Can a personal financial advisors afford to live in Wisconsin?

At the median salary of $115,680, a personal financial advisors in Wisconsin would take home approximately $7,057/month after taxes. With median 2-bedroom rent at $1,412/month, that's 20% of take-home pay going to housing. This is within the recommended 30% guideline.

What are the best cities for personal financial advisors in Wisconsin?

The highest paying metro areas for personal financial advisors in Wisconsin are Madison ($123,840), Milwaukee-Waukesha ($121,220), Oshkosh-Neenah ($120,720). However, cost of living varies significantly between metros — a higher salary may not mean more purchasing power.

Does Wisconsin have state income tax for personal financial advisors?

Yes, Wisconsin has a state income tax rate of approximately 4.4%. On a $115,680 salary, this means roughly $5,085/year in state income tax. Use our take-home pay calculator for a detailed breakdown.