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Financial ADVSR advisor directory · SEC adviser records

Aspiriant, LLC financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Aspiriant, LLC office in Wisconsin, by city and A to Z.

The short answer

6 registered advisors work at Aspiriant, LLC in Wisconsin, out of 66 nationwide; it's the firm's number 2 state by advisors, and the most are in Pewaukee (6). 3 list the CFP designation and 0 are also registered broker representatives.

Aspiriant, LLC advisors by city in Wisconsin

Every firm in Wisconsin →

Pewaukee 6

Aspiriant, LLC advisors in Wisconsin, A to Z

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Aspiriant, LLC advisors in every state →Aspiriant, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Aspiriant, LLC in other states

California 52New York 4Ohio 3

Questions

How many Aspiriant, LLC financial advisors are in Wisconsin?

6 investment adviser representatives are registered at Aspiriant, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 66 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Aspiriant, LLC have the most advisors?

Pewaukee, with 6. Aspiriant, LLC has advisors in 1 city in Wisconsin.

How do I check a Aspiriant, LLC advisor in Wisconsin?

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 Aspiriant, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.