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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Partners financial advisors in Wisconsin

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

The short answer

5 registered advisors work at Independent Financial Partners in Wisconsin, out of 289 nationwide; it's the firm's number 15 state by advisors, and the most are in Waukesha (4). 0 list the CFP designation and 4 are also registered broker representatives.

Independent Financial Partners advisors by city in Wisconsin

Every firm in Wisconsin →

Waukesha 4Madison 1

Independent Financial Partners advisors in Wisconsin, A to Z

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

Independent Financial Partners in other states

Florida 134Ohio 14Pennsylvania 14New York 13Georgia 10Kentucky 10Texas 8Kansas 6Maryland 6California 5Connecticut 5Illinois 5Oklahoma 5Tennessee 5Colorado 4Michigan 4Minnesota 4Nebraska 4Alabama 3Arizona 3Iowa 3Louisiana 3North Carolina 3Washington 3

Questions

How many Independent Financial Partners financial advisors are in Wisconsin?

5 investment adviser representatives are registered at Independent Financial Partners offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 289 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Where in Wisconsin does Independent Financial Partners have the most advisors?

Waukesha, with 4, then Madison (1). Independent Financial Partners has advisors in 2 cities in Wisconsin.

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