Financial ADVSR advisor directory · SEC adviser records
Gentian Financial, Inc. financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Gentian Financial, Inc. office in Wisconsin, by city and A to Z.
The short answer
4 registered advisors work at Gentian Financial, Inc. in Wisconsin, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Mequon (4). 3 list the CFP designation and 4 are also registered broker representatives.
Gentian Financial, Inc. advisors by city in Wisconsin
Every firm in Wisconsin →Gentian Financial, Inc. advisors in Wisconsin, A to Z
Search by name →- Christopher L. DoughtyMequon · Certified Financial Planner
- Kenneth W. FlanneryMequon · Certified Financial Planner
- Michael S. MannMequon · Certified Financial Planner
- Peter A. NordenbergMequon
Gentian Financial, Inc. advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Gentian Financial, Inc. financial advisors are in Wisconsin?
4 investment adviser representatives are registered at Gentian Financial, Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Where in Wisconsin does Gentian Financial, Inc. have the most advisors?
Mequon, with 4. Gentian Financial, Inc. has advisors in 1 city in Wisconsin.
How do I check a Gentian Financial, 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 Gentian Financial, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.