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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ryan HannamCedar Falls, IAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2013
2Brent R. HawkinsNorth Liberty, IAWealth Enhancement Advisory Services, LLCAdviser only–Atlas2016
3Madison KierschNorth Liberty, IAWealth Enhancement Advisory Services, LLCAdviser only–Atlas2026
4Sharon K. KluesnerDubuque, IAWealth Enhancement Advisory Services, LLCAdviser only–Atlas2000
5Paige C. MillerCedar Falls, IAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2016
6James P. SandagerWest Des Moines, IAWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas1999
7Emily SchwendingerDubuque, IAWealth Enhancement Advisory Services, LLCAdviser only–Atlas2023
8Erik L. SeversonWest Des Moines, IAWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas2009
9Scott B. WirtzCedar Falls, IAWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas2006
10Angela S. ZimmermanNorth Liberty, IAWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2018

From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.