Wisconsin·Business and Financial Operations Occupations·SOC 13-2052

Best Personal Financial Advisor programs in Wisconsin, ranked by enrollment

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

23 schools in Wisconsin run programs that feed this job, graduating 1,568 people a year. The job pays a median of $119,430 in Wisconsin across about 5,200 jobs (BLS OEWS May 2025).

Also calledFinancial AdvisorFinancial PlannerPortfolio ManagerCertified Financial Planner (CFP)StrategistAsset AnalystAsset ManagerMoney Manager
Graduates / yr
1,568
in Wisconsin
Median pay · Wisconsin
$119,430
BLS OEWS May 2025
Jobs in state
5,200
people employed
Schools
23
with a feeder program
Avg graduation rate
60%
across those schools
Median net price
$22,627
per year, IPEDS

Fields of study in Wisconsin that lead to this job

Grouped at the 4-digit CIP level. Numbers are graduates per year in this state.

2 programs in Wisconsin that lead to this job

Ranked by graduates per year in Wisconsin (IPEDS completions). Graduate earnings and debt are national College Scorecard figures reported at the 4-digit CIP level, so specializations within one field share a figure. Each program also links to its own Wisconsin page.

Degree programs that lead to this occupation, ranked by graduates per year
#ProgramGraduates / yrShare of pipelineSchoolsGrad earnings (1 yr)Median debt
1
CIP 52.0801In Wisconsin
1,382
88.1%
23$53,572$23,672
2
CIP 52.0804In Wisconsin
186
11.9%
3$53,572$23,672

Top 23 schools in Wisconsin

Ranked by graduates per year into this job. Graduate earnings are reported for 10 of the 23 schools in this state.

Schools ranked by graduates per year into this occupation
#SchoolGraduates / yrTop feeder programGrad earnings (1 yr)Grad rateNet priceAcceptance
1University of Wisconsin - Madison
Madison, WI Public · 2 feeder programs
509Finance, General$68,68190%45%
2University of Wisconsin - Whitewater
Whitewater, WI Public · 2 feeder programs
215Finance, General$55,87459%86%
3University of Wisconsin - La Crosse
La Crosse, WI Public · 1 feeder programs
177Finance, General$55,96571%76%
4University of Wisconsin - Milwaukee
Milwaukee, WI Public · 1 feeder programs
148Finance, General$52,74449%91%
5University of Wisconsin - Eau Claire
Eau Claire, WI Public · 1 feeder programs
118Finance, General$58,81264%82%
6Marquette University
Milwaukee, WI Private not-for-profit · 1 feeder programs
94Finance, General$67,88883%$25,37681%
7University of Wisconsin - Oshkosh
Oshkosh, WI Public · 1 feeder programs
55Finance, General$58,08546%87%
8University of Wisconsin - Green Bay
Green Bay, WI Public · 1 feeder programs
50Finance, General48%89%
9University of Wisconsin - Stevens Point
Stevens Point, WI Public · 2 feeder programs
34Finance, General51%92%
10Saint Norbert College
De Pere, WI Private not-for-profit · 1 feeder programs
28Finance, General$51,45171%$23,31986%
11Madison Area Technical College
Madison, WI Public · 1 feeder programs
27Finance, General29%
12Carthage College
Kenosha, WI Private not-for-profit · 1 feeder programs
25Finance, General$58,54364%$22,84487%
13University of Wisconsin - Platteville
Platteville, WI Public · 1 feeder programs
23Finance, General56%89%
14University of Wisconsin - River Falls
River Falls, WI Public · 1 feeder programs
13Finance, General57%82%
15Concordia University - Wisconsin
Mequon, WI Private not-for-profit · 1 feeder programs
12Finance, General$51,23568%$24,40978%
16Northwood Technical College
Rice Lake, WI Public · 1 feeder programs
11Finance, General56%
17Carroll University
Waukesha, WI Private not-for-profit · 1 feeder programs
10Finance, General71%$22,60167%
18Ripon College
Ripon, WI Private not-for-profit · 1 feeder programs
7Finance, General63%$19,26780%
19Milwaukee School of Engineering
Milwaukee, WI Private not-for-profit · 1 feeder programs
4Finance, General67%$20,16759%
20Marian University
Fond Du Lac, WI Private not-for-profit · 1 feeder programs
3Finance, General44%$22,62775%
21Viterbo University
La Crosse, WI Private not-for-profit · 1 feeder programs
2Finance, General68%$20,65572%
22Wisconsin Lutheran College
Milwaukee, WI Private not-for-profit · 1 feeder programs
2Finance, General64%$19,13878%
23Western Technical College
La Crosse, WI Public · 1 feeder programs
1Finance, General34%

All 23 schools in Wisconsin

Every school in Wisconsin with a program that feeds this job, ordered by graduates per year. Earnings are shown for the ranked schools above; open a school profile for the rest.

All schools in Wisconsin that feed this occupation
SchoolCityControlGraduates / yrFeeder programs
University of Wisconsin - MadisonMadisonPublic5092
University of Wisconsin - WhitewaterWhitewaterPublic2152
University of Wisconsin - La CrosseLa CrossePublic1771
University of Wisconsin - MilwaukeeMilwaukeePublic1481
University of Wisconsin - Eau ClaireEau ClairePublic1181
Marquette UniversityMilwaukeePrivate not-for-profit941
University of Wisconsin - OshkoshOshkoshPublic551
University of Wisconsin - Green BayGreen BayPublic501
University of Wisconsin - Stevens PointStevens PointPublic342
Saint Norbert CollegeDe PerePrivate not-for-profit281
Madison Area Technical CollegeMadisonPublic271
Carthage CollegeKenoshaPrivate not-for-profit251
University of Wisconsin - PlattevillePlattevillePublic231
University of Wisconsin - River FallsRiver FallsPublic131
Concordia University - WisconsinMequonPrivate not-for-profit121

What personal financial advisors earn in Wisconsin

What people already working in this job earn (BLS OEWS May 2025). Not graduate earnings.

Median annual in Wisconsin
$119,430
Mean annual
$166,810
Jobs in state
5,200
What the range looks like
10th pct$51,760Median$119,43090th pct$401,510
Versus the national median
+13.7%

U.S. median $105,070. Wisconsin pays above the national figure.

Job concentration
1.03×

1.00× means the state has its expected share of these jobs.

Metro areas in Wisconsin

Sheboygan, WI
$133,200median
50 jobs
Madison, WI
$126,000median
590 jobs
Oshkosh-Neenah, WI
$104,160median
110 jobs
Kenosha, WI
$102,320median
60 jobs
Janesville-Beloit, WI
$113,480median
60 jobs
Fond du Lac, WI
$127,360median
50 jobs
Green Bay, WI
$120,200median
320 jobs
Milwaukee-Waukesha, WI
$125,810median
2,150 jobs

Job outlook

Bureau of Labor Statistics Employment Projections, 2024 to 2034.

Projected growth 2024–34
+9.6%
Much faster than average
Openings per year
24,100
new jobs plus replacements
Employment change
31,200
326,000 → 357,200
Typical entry education
Bachelor's degree
Plus long-term on-the-job training

Growth and openings are national. The Bureau of Labor Statistics does not publish employment projections at state level, so these figures describe the occupation across the whole U.S., not this state alone.

How to get in

The full skills, tools, and day-to-day breakdown lives on the national Personal Financial Advisors page.

How to become a Personal Financial Advisor

Job zone 4 of 5 · SVP 7.0 to < 8.0
Typical entry education
Bachelor's degree
On-the-job training
Long-term on-the-job training

Most of these occupations require a four-year bachelor's degree, but some do not.

A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.

Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

Top skills

Reading ComprehensionActive ListeningSpeakingWritingCritical ThinkingMathematics

The same job in other states

Where else this occupation employs the most people, and what it pays there.

Related careers in Wisconsin

Every major mapped to this job

The official federal mapping behind the rankings above.

All 3 majors mapped to Personal Financial Advisors3 of them graduated someone in the latest IPEDS year. NCES CIP 2020 → SOC 2018 crosswalk.+
  • 19.0401Family Resource Management Studies, General
  • 52.0801Finance, General
  • 52.0804Financial Planning and Services

Common questions

Answers for people weighing personal financial advisors programs in Wisconsin.

What degree do you need to become a Personal Financial Advisor?+

Bachelor's degree is the typical entry-level education BLS reports for this occupation. The most common program people actually graduate from is Finance, General, which awarded 1,382 degrees in Wisconsin in 2024-25, 88.1% of everyone graduating from a program that feeds this career.

Which college majors lead to becoming a Personal Financial Advisor?+

The NCES CIP-to-SOC crosswalk maps 2 programs to this occupation. The largest are Finance and Financial Management Services. Together they graduate about 1,568 people a year in Wisconsin.

How much do personal financial advisors earn in Wisconsin?+

The median is $119,430 a year (BLS OEWS May 2025). That is 13.7% above the U.S. median of $105,070. This is pay for people already working in the occupation, not the same thing as graduate earnings one year after finishing a degree.

Is demand for personal financial advisors growing?+

BLS projects a +9.6% change in employment between 2024 and 2034, much faster than average, with roughly 24,100 openings a year nationally once retirements and job changes are counted.

How many schools offer programs for this career in Wisconsin?+

23 institutions in Wisconsin reported graduates from at least one of the 2 programs that feed this occupation in IPEDS 2024-25. Rankings on this page use graduates per year, because the federal data publishes no enrollment count by program.

What other job titles do personal financial advisors work under?+

Employers advertise this work under many names. O*NET records Financial Advisor, Financial Planner, Portfolio Manager, Certified Financial Planner (CFP) among the most commonly reported, all mapping to SOC 13-2052.

Personal Financial Advisors in other statesPennsylvaniaTexasFloridaOhioNew YorkArizonaMassachusettsMichigan
Programs in WisconsinFinance, General

About the data on this page

Rankings use IPEDS completions 2024–25, degrees awarded per year. That is the closest federal measure of how many people a program puts into a career, because no federal dataset publishes enrollment by program. Wages and employment come from BLS OEWS May 2025, growth and openings from BLS Employment Projections 2024-34, and which majors lead to which jobs from the NCES CIP 2020 to SOC 2018 crosswalk. Occupation descriptions, tasks, skills and tools are O*NET 30.3 (CC BY 4.0, U.S. Department of Labor/ETA).

  • BLS Occupational Employment & Wage Statistics

    May 2025

    Wages, employment counts, location quotients and metro breakdowns.

  • BLS Employment Projections

    2024–34

    Projected growth, annual openings and typical entry-level education.

  • IPEDS Completions

    2024-25 (provisional)

    Graduates per year by program and institution — the ranking metric.

  • College Scorecard, Field of Study

    2020-21 cohorts

    Median graduate earnings one year after completion, and median debt.

  • Census Post-Secondary Employment Outcomes

    latest available

    Graduate earnings 1/5/10 years out, where the state participates.

  • NCES CIP 2020 and the CIP-to-SOC 2018 crosswalk

    CIP 2020 / SOC 2018

    Which college programs officially lead to this occupation.

  • O*NET Database 30.3

    30.3

    Tasks, skills, knowledge, tools, job zone and alternate job titles.

    Official source →CC BY 4.0, U.S. Department of Labor / ETA

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