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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Wisconsin

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

The short answer

3 registered advisors work at Concurrent Investment Advisors, LLC in Wisconsin, out of 310 nationwide; it's the firm's number 23 state by advisors, and the most are in Madison (2). 0 list the CFP designation and 1 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors by city in Wisconsin

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Madison 2Waunakee 1

Concurrent Investment Advisors, LLC advisors in Wisconsin, A to Z

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Concurrent Investment Advisors, LLC advisors in every state →Concurrent Investment Advisors, LLC: assets, clients and custodians →Concurrent news and advisor moves →Advisor Moves: who changed firms this week →

Concurrent Investment Advisors, LLC in other states

Florida 145Texas 33Virginia 19Georgia 14California 10Colorado 10Maryland 8New Jersey 6New York 6North Carolina 5Illinois 4Michigan 4Ohio 4Oregon 4Pennsylvania 4Arizona 3Connecticut 3Indiana 3Massachusetts 3Oklahoma 3South Carolina 3Washington 3

Questions

How many Concurrent Investment Advisors, LLC financial advisors are in Wisconsin?

3 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 310 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Where in Wisconsin does Concurrent Investment Advisors, LLC have the most advisors?

Madison, with 2, then Waunakee (1). Concurrent Investment Advisors, LLC has advisors in 2 cities in Wisconsin.

How do I check a Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.