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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial Strategies, Inc. financial advisors in Wisconsin

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

The short answer

3 registered advisors work at Financial Strategies, Inc. in Wisconsin, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Brookfield (3). 1 list the CFP designation and 0 are also registered broker representatives.

Financial Strategies, Inc. advisors by city in Wisconsin

Every firm in Wisconsin →

Brookfield 3

Financial Strategies, Inc. advisors in Wisconsin, A to Z

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Questions

How many Financial Strategies, Inc. financial advisors are in Wisconsin?

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

Where in Wisconsin does Financial Strategies, Inc. have the most advisors?

Brookfield, with 3. Financial Strategies, Inc. has advisors in 1 city in Wisconsin.

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