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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Group, LLC financial advisors in Wisconsin

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

The short answer

12 registered advisors work at Independent Financial Group, LLC in Wisconsin, out of 439 nationwide; it's the firm's number 6 state by advisors, and the most are in Delafield (2). 1 list the CFP designation and 12 are also registered broker representatives.

Independent Financial Group, LLC advisors by city in Wisconsin

Every firm in Wisconsin →

Delafield 2Elm Grove 2Rice Lake 2Cross Plains 1McFarland 1Middleton 1Oshkosh 1Sussex 1Waukesha 1

Independent Financial Group, LLC advisors in Wisconsin, A to Z

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Independent Financial Group, LLC advisors in every state →Independent Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Financial Group, LLC in other states

California 197Texas 34Arizona 25Florida 14Nevada 13Idaho 10Maryland 10Minnesota 10Illinois 9Ohio 9Missouri 8Pennsylvania 8Washington 8Louisiana 7Oregon 6Tennessee 5Hawaii 4Massachusetts 4New Jersey 4New York 4Utah 4Alabama 3Connecticut 3Georgia 3Kansas 3Virginia 3

Questions

How many Independent Financial Group, LLC financial advisors are in Wisconsin?

12 investment adviser representatives are registered at Independent Financial Group, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 439 at the firm nationwide. 1 list the CFP designation and 12 are also registered as broker representatives.

Where in Wisconsin does Independent Financial Group, LLC have the most advisors?

Delafield, with 2, then Elm Grove (2). Independent Financial Group, LLC has advisors in 9 cities in Wisconsin.

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