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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Wisconsin

Every SEC-registered financial advisor in Wisconsin who lists the Certified Financial Planner designation, by city.

1,055 CFP professionals work in Wisconsin; the most are in Madison (116).

Cities in Wisconsin with CFP professionals

Every advisor in Wisconsin →

Madison 116Brookfield 97Milwaukee 80Green Bay 75Appleton 61Waukesha 42Middleton 41Mequon 23Altoona 20Eau Claire 18De Pere 17Wausau 17Delafield 12Hudson 12Verona 12Fitchburg 11Janesville 11La Crosse 11Onalaska 11Stevens Point 11Wauwatosa 11Racine 10New Berlin 9Oshkosh 9Pewaukee 9West Bend 9Neenah 8Sheboygan 8Hartland 7Lake Geneva 7Oconomowoc 7Fond Du Lac 6Shawano 6Watertown 6Kenosha 5Kimberly 5Mount Pleasant 5Platteville 5Rice Lake 5River Falls 5Stoughton 5Waunakee 5Beaver Dam 4Elkhorn 4Germantown 4Grafton 4McFarland 4Mukwonago 4New Richmond 4Sheboygan Falls 4Sun Prairie 4Tomah 4Ashland 3Chippewa Falls 3Elm Grove 3Greenville 3Holmen 3Manitowoc 3Marshfield 3Menomonee Falls 3Menomonie 3Plover 3Rhinelander 3Shorewood 3Spencer 3Sturgeon Bay 3Thiensville 3Waterford 3

86 smaller places with one or two CFP professionals are in the advisor search.

CFP advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFP financial advisors are in Wisconsin?

1,055 SEC-registered investment adviser representatives in Wisconsin list the CFP designation; the most work in Madison (116).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.