Financial ADVSR advisor directory · SEC adviser records
Focus Partners Wealth, LLC financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Focus Partners Wealth, LLC office in Wisconsin, by city and A to Z.
The short answer
8 registered advisors work at Focus Partners Wealth, LLC in Wisconsin, out of 952 nationwide; it's the firm's number 22 state by advisors, and the most are in Madison (4). 2 list the CFP designation and 0 are also registered broker representatives.
Focus Partners Wealth, LLC advisors by city in Wisconsin
Every firm in Wisconsin →Focus Partners Wealth, LLC advisors in Wisconsin, A to Z
Search by name →- Nicholas J. DewsnapWaukesha
- Kathleen Dougherty-KleinMilwaukee · Certified Financial Planner
- Kennadi M. HaythorneBrown Deer
- Michael T. KracheyMadison · Chartered Financial Analyst
- Daniel T. MurphyMadison · Chartered Financial Analyst
- Ruben R. RivasMilwaukee
- Jonathan R. SmithMadison · Certified Financial Planner
- Carol J. Vander SluisMadison
Focus Partners Wealth, LLC advisors in every state →Focus Partners Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Focus Partners Wealth, LLC in other states
Missouri 202Illinois 93California 89Massachusetts 86Colorado 41Pennsylvania 39Washington 39New York 34Arizona 33Florida 33Georgia 32Connecticut 26Virginia 24Michigan 23Tennessee 19Indiana 18Maryland 18Texas 17Oregon 15Nebraska 11North Carolina 8Utah 6New Jersey 5West Virginia 5Mississippi 4New Hampshire 4Ohio 4South Dakota 3
Questions
How many Focus Partners Wealth, LLC financial advisors are in Wisconsin?
8 investment adviser representatives are registered at Focus Partners Wealth, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 952 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Focus Partners Wealth, LLC have the most advisors?
Madison, with 4, then Milwaukee (2). Focus Partners Wealth, LLC has advisors in 4 cities in Wisconsin.
How do I check a Focus Partners Wealth, 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 Focus Partners Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.