Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Wisconsin, by city and A to Z.

The short answer

30 registered advisors work at Charles Schwab & Co., Inc. in Wisconsin, out of 5,933 nationwide; it's the firm's number 26 state by advisors, and the most are in Brookfield (12). 5 list the CFP designation and 30 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors by city in Wisconsin

Every firm in Wisconsin →

Brookfield 12Mequon 6Appleton 5Middleton 3Oak Creek 2Germantown 1Hayward 1

Charles Schwab & Co., Inc. advisors in Wisconsin, A to Z

Search by name →

Charles Schwab & Co., Inc. advisors in every state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Charles Schwab & Co., Inc. in other states

Texas 1,242California 777Colorado 558Arizona 513Florida 478Nebraska 203Illinois 201New York 196Indiana 193New Jersey 156Ohio 146Missouri 123Washington 105Virginia 85North Carolina 79Georgia 76Massachusetts 74Pennsylvania 69Maryland 67Michigan 59Connecticut 56Minnesota 51Nevada 51Tennessee 47Oregon 42Utah 28Kentucky 23Kansas 21Oklahoma 20South Carolina 19New Hampshire 17Alabama 15District of Columbia 14Hawaii 14Montana 11New Mexico 9Delaware 8Louisiana 8Rhode Island 8Iowa 7Idaho 7Alaska 4Arkansas 4Mississippi 3South Dakota 3Vermont 3Wyoming 3

Questions

How many Charles Schwab & Co., Inc. financial advisors are in Wisconsin?

30 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 at the firm nationwide. 5 list the CFP designation and 30 are also registered as broker representatives.

Where in Wisconsin does Charles Schwab & Co., Inc. have the most advisors?

Brookfield, with 12, then Mequon (6). Charles Schwab & Co., Inc. has advisors in 7 cities in Wisconsin.

How do I check a Charles Schwab & Co., Inc. 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 Charles Schwab & Co., Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.