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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Milwaukee, WI

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

80 CFP professionals work in Milwaukee; the most are at Robert W. Baird & Co. Incorporated (17). 38 are also registered broker representatives.

CFP advisors in Milwaukee, A to Z

Every advisor in Milwaukee →

Firms with the most CFP professionals in Milwaukee

Robert W. Baird & Co. Incorporated 17Wells Fargo Clearing Services, LLC 6The Milwealth Group, LLC 5Diversified Management Inc. 4Johnson Wealth Inc. 4LPL Financial LLC 4Capital Investment Services Of America Inc. 3Wealthspire Advisors 3Cetera Investment Advisers LLC 2Crescent Grove Advisors 2J.P. Morgan Securities LLC 2Operose Advisors LLC 2RBC Capital Markets, LLC 2Transcend Advisor Group, LLC 2Affiliated Financial Advisors Inc. 1

CFP advisors in other Wisconsin cities

All of Wisconsin →

Madison 116Brookfield 97Green 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 Milwaukee, WI?

80 SEC-registered investment adviser representatives at firm offices in Milwaukee, Wisconsin list the CFP designation; Robert W. Baird & Co. Incorporated employs the most of them (17).

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 Milwaukee?

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.