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Financial ADVSR advisor directory · SEC adviser records

Wulff, Hansen & Co. financial advisors in San Rafael, CA

Every SEC-registered investment adviser representative at a Wulff, Hansen & Co. office in San Rafael, A to Z.

The short answer

3 registered advisors work at Wulff, Hansen & Co. in San Rafael, out of 4 at the firm nationwide; it ranks number 23 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Wulff, Hansen & Co. advisors in San Rafael, A to Z

Every Wulff, Hansen & Co. advisor →

Wulff, Hansen & Co. advisors in every city and state →Wulff, Hansen & Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Wulff, Hansen & Co. advisors in other cities

Lodi, CA 1

Other firms in San Rafael

All San Rafael advisors →

Global Retirement Partners LLC 181Morgan Stanley 32Wealthspire Advisors 14Stonebridge Financial Group 12LPL Financial LLC 9Stifel, Nicolaus & Company, Incorporated 8Raymond James & Associates, Inc. 7Ameriprise Financial Services, LLC 6Meritas Wealth Management, LLC 6O'Donnell Financial Services, LLC 6The Putney Financial Group LLC 6McClurg Capital Corporation 5

Questions

How many financial advisors does Wulff, Hansen & Co. have in San Rafael?

3 investment adviser representatives are registered at Wulff, Hansen & Co. offices in San Rafael, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Wulff, Hansen & Co. one of the largest advisor employers in San Rafael?

Wulff, Hansen & Co. ranks number 23 in San Rafael by registered advisors; Global Retirement Partners LLC has the most, with 181.

How do I check a Wulff, Hansen & Co. advisor in San Rafael?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wulff, Hansen & Co. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.