Industry Analysis Report

Financial Planner • Racine Wisconsin

Total Businesses

24 analyzed in detail

Categories

17 different business types

Services

244 unique service offerings

Top Service

33.3% Wealth management

Avg Rating

4.7 ★ average

Total Reviews

253 across all businesses
Top 10 Most Common Services
#1
Wealth management
8 businesses (33.3%)
#2
Investment advising
7 businesses (29.2%)
#3
Financial planning
6 businesses (25.0%)
#4
Investment Advisory
5 businesses (20.8%)
#5
Tax planning
5 businesses (20.8%)
#6
Retirement savings consulting
5 businesses (20.8%)
#7
Investment Management
4 businesses (16.7%)
#8
Estate planning
4 businesses (16.7%)
#9
Financial Advisors
3 businesses (12.5%)
#10
Investment Advisory Services
3 businesses (12.5%)
Industry Insights & Competitive Analysis
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Why This Data is Important for Your Business

This comprehensive analysis of 24 businesses reveals critical competitive intelligence for the financial planner industry in Racine Wisconsin. With 244 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.

We're showing you the top 10 most common services your competitors are using. With 244 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.

This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:

It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.

How to Read This Report

The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.

Key Competitive Analysis Points:

  • Compare your total number of services vs the highest competitor - the gap shows missed opportunities
  • Identify which services your top competitors are targeting that you might be missing
  • Look for patterns in service offerings across successful competitors
  • Focus on services with checkmarks across multiple high-performing businesses
Business Comparison Table
Company Name Website Open GBP Reviews Rating # Categories # Services % Descriptions 1 2 3 4 5 6 7 8 9 10 3mi Competitors 5mi Competitors
Financial Service Group Inc Open Website Open GBP 2 5 ★ 1 31 3.2% 6 18
Baird Private Wealth Management Open Website Open GBP 2 5 ★ 5 7 0.0% 10 18
Melissa Palmer-Ball - Financial Advisor, Ameriprise Financial Services, LLC Open Website Open GBP 1 5 ★ 2 0 0% 8 19
Bode Financial Group Ltd Open Website Open GBP 1 5 ★ 1 50 0.0% 6 13
TADA Wealth Advisors (now Thornwood Financial) Open Website Open GBP 1 75 0.0% 5 10
William Smith - Thrivent Open Website Open GBP 3 5 ★ 2 8 0.0% 8 20
Stifel Open Website Open GBP 1 5 ★ 4 11 0.0% 8 17
Edward Jones - Financial Advisor: Michael McKinney, CFP®|CRPC™ Open Website Open GBP 3 5 ★ 4 0 0% 4 9
U.S. Bancorp Advisors - Financial Advisors: Kevin Kiesig Open Website Open GBP 1 1 ★ 2 9 0.0% 16 19
Kubis Financial Group Open Website Open GBP 2 26 0.0% 9 18
Raymond James & Associates Open Website Open GBP 2 0 0% 10 18
Porasik Yde Wealth Management of Raymond James Open Website Open GBP 2 28 0.0% 10 18
Gwidt Wealth Management Group of Raymond James Open Website Open GBP 1 18 0.0% 10 18
Chad Durfey - Financial Advisor, Ameriprise Financial Services, LLC Open Website Open GBP 2 0 0% 6 18
Racine Financial Empowerment Center Open Website Open GBP 1 18 0.0% 8 18
U.S. Bancorp Advisors - Financial Advisors: Racine Open Website Open GBP 2 9 0.0% 0 0
Edward Jones - Financial Advisor: Adam J Cole Open Website Open GBP 2 5 ★ 4 0 0% 6 13
MGA Wealth Management Open Website Open GBP 1 0 0% 3 12
J. Nelson Financial Services & Modern Woodmen Registered Representative Jonathan Nelson Open Website Open GBP 1 5 ★ 1 8 12.5% 8 20
Retirement Advocates, Inc. Open Website Open GBP 19 4.9 ★ 3 12 0.0% 0 0
Thrivent Financial Open Website Open GBP 1 7 0.0% 7 18
Veltus Financial Services LLC Open Website Open GBP 6 6 0.0% 9 18
Edward Jones - Financial Advisor: Carly J Dreger, AAMS® Open Website Open GBP 1 5 ★ 4 0 0% 0 4
Grieve Estate Planning Open Website Open GBP 216 5 ★ 5 0 0% 9 18

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