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WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Brookfield, WI

Every SEC-registered financial advisor at a firm office in Brookfield who lists the Certified Financial Planner designation, A to Z.

97 CFP professionals work in Brookfield; the most are at Annex Wealth Management, LLC (31). 40 are also registered broker representatives.

CFP advisors in Brookfield, A to Z

Every advisor in Brookfield →

Firms with the most CFP professionals in Brookfield

Annex Wealth Management, LLC 31Ameriprise Financial Services, LLC 8LPL Financial LLC 7Strategic Advisers LLC 6Mariner 5Osaic Wealth, Inc. 4Creative Planning 3Edward Jones 3Review Services Inc. 3Bkm Wealth Management 2Cetera Investment Advisers LLC 2Charles Schwab & Co., Inc. 2Envision Financial LLC 2Francis LLC 2Aprio Wealth Management, LLC 1

CFP advisors in other Wisconsin cities

All of Wisconsin →

Madison 116Milwaukee 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 9

Questions

How many CFP financial advisors are in Brookfield, WI?

97 SEC-registered investment adviser representatives at firm offices in Brookfield, Wisconsin list the CFP designation; Annex Wealth Management, LLC employs the most of them (31).

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.

How do I check a CFP in Brookfield?

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. Confirm the CFP itself with the body that issues it.

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.