Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Waukesha, WI
Every SEC-registered financial advisor at a firm office in Waukesha who lists the Certified Financial Planner designation, A to Z.
The short answer
42 CFP professionals work in Waukesha; the most are at Ellenbecker Investment Group (6). 28 are also registered broker representatives.
CFP advisors in Waukesha, A to Z
Every advisor in Waukesha →- Mitchell K. AndrewsOsaic Wealth, Inc. · Certified Financial Planner
- Keith M. BlackRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Amy J. BremmerEllenbecker Investment Group · Certified Financial Planner
- Eric R. CorbegLPL Financial LLC · Certified Financial Planner
- Shannon M. DalyEdelman Financial Engines · Certified Financial Planner
- Roger W. EdwardsGlobal View Capital Management LLC · Certified Financial Planner
- Julie A. Ellenbecker-LipskyEllenbecker Investment Group · Certified Financial Planner
- Tanner FederspillOsaic Wealth, Inc. · Certified Financial Planner
- Jason E. GaniereIag Wealth Partners, LLC · Certified Financial Planner
- Eric D. GibsonMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael J. Halvey Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Rebecca C. HammerOsaic Wealth, Inc. · Certified Financial Planner
- Hyatt N. HarperMutual Of Omaha Investor Services, Inc. · Certified Financial Planner
- Miracle J. HexomCetera Investment Advisers LLC · Certified Financial Planner
- Katherine HigginsMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Steven A. JaegerDana Investment Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Terrill M. JannsenCetera Investment Advisers LLC · Certified Financial Planner
- William J. KentonWorld Investment Advisors, LLC · Certified Financial Planner
- Nikita A. KibardinEllenbecker Investment Group · Certified Financial Planner
- Gregory J. KingWorld Investment Advisors, LLC · Certified Financial Planner
- Benjamin L'EmpereurEllenbecker Investment Group · Certified Financial Planner
- Joel S. MerrittRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Craig M. Mottl Jr.Edelman Financial Engines · Certified Financial Planner
- Thomas A. Nowalis Jr.Wells Fargo Clearing Services, LLC · Certified Financial Planner
- Thomas J. PortzSterling Capital Management Inc. · Certified Financial Planner
- Jean E. RangeEllenbecker Investment Group · Certified Financial Planner
- Bruce J. RatayWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jessica J. ReddyDrake & Associates, LLC · Certified Financial Planner
- Timothy M. RennickeThrivent Investment Management Inc. · Certified Financial Planner
- Melissa J. SanchezRobert W. Baird & Co. Incorporated · Certified Financial Planner
- James K. SchneiderWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kristina E. SchnuckelEllenbecker Investment Group · Certified Financial Planner
- Mark W. SeversonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jay E. StrucelEdward Jones · Certified Financial Planner
- Susy Suarez LemckeEdward Jones · Certified Financial Planner
- Kyle T. SwanMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Edward J. ThiessenGlobal View Capital Management LLC · Certified Financial Planner
- Nathan L. VerbetenAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard N. VertheinRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Lori A. WattIag Wealth Partners, LLC · Certified Financial Planner
- Richard J. WeihingGlobal View Capital Management LLC · Certified Financial Planner
- Robert M. ZyzoOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Waukesha
Ellenbecker Investment Group 6Osaic Wealth, Inc. 4Global View Capital Management LLC 3Mutual Of Omaha Investor Services, Inc. 3Robert W. Baird & Co. Incorporated 3Ameriprise Financial Services, LLC 2Cetera Investment Advisers LLC 2Edelman Financial Engines 2Edward Jones 2Iag Wealth Partners, LLC 2Wells Fargo Clearing Services, LLC 2World Investment Advisors, LLC 2Dana Investment Advisors Inc. 1Drake & Associates, LLC 1LPL Financial LLC 1
CFP advisors in other Wisconsin cities
All of Wisconsin →Madison 116Brookfield 97Milwaukee 80Green Bay 75Appleton 61Middleton 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 Waukesha, WI?
42 SEC-registered investment adviser representatives at firm offices in Waukesha, Wisconsin list the CFP designation; Ellenbecker Investment Group employs the most of them (6).
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 Waukesha?
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.