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Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.

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Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.

Is working with a Bitcoin aware advisor right for me?

That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.

Home/Find Advisors/Wisconsin/Rachel Cralle

Featured

Rachel Cralle — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Financial Planner

CFP®CBDA℠

Germantown, WI

Contact Rachel Cralle

rachelcralle@northwesternmutual.com 414-625-2116 northwesternmutual.com

About Rachel Cralle

Rachel Cralle serves clients in Germantown, WI as a financial advisor with experience across retirement planning, investments, and Bitcoin oriented conversations.

A frequent topic in planning conversations is the role Bitcoin can play alongside more traditional investments.

Rachel Cralle serves as the Assistant Director of Financial Planning & Consulting at Northwestern Mutual, where she is dedicated to empowering individuals and families in Metro Detroit to achieve their financial aspirations. With a strong foundation in financial advisory, Rachel has developed a reputation for her personalized approach, meeting clients exactly where they are in their financial journey.

Throughout her career, Rachel has honed her expertise in financial planning and consulting, helping clients navigate complex financial landscapes with confidence. Her commitment to understanding each client’s unique situation allows her to craft tailored strategies that promote lasting financial success.

Rachel's dedication to her clients is matched by her ongoing professional development, ensuring she remains at the forefront of industry trends and best practices. Her warm demeanor and approachable style make her a trusted partner for those seeking financial guidance.

Outside of her professional endeavors, Rachel enjoys exploring the vibrant Metro Detroit community, reflecting her belief in building meaningful connections both personally and professionally.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CFP®CBDA℠

Why You Can Trust Rachel

Verified credentials and professional qualifications

Professional Credentials

CFP®CBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

18+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Germantown, WI and surrounding areas

Firm Affiliation

Northwestern Mutual

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Rachel's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

4831669

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

When you speak with Rachel Cralle, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

Important Disclaimer: Rachel Cralle is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.

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