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Intrua Financial financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Intrua Financial office in Wisconsin, by city and A to Z.
The short answer
5 registered advisors work at Intrua Financial in Wisconsin, out of 31 nationwide; it's the firm's number 3 state by advisors, and the most are in Brookfield (1). 1 list the CFP designation and 4 are also registered broker representatives.
Intrua Financial advisors by city in Wisconsin
Every firm in Wisconsin →Intrua Financial advisors in Wisconsin, A to Z
Search by name →- Nathan D. BaumannBrookfield
- Charles H. KuhtzPembine · Certified Financial Planner
- Shannon F. SmithGreenfield
- Joshua M. Te StroeteBrookfield
- Shawn E. ThomasBrookfield
Intrua Financial advisors in every state →Intrua Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Intrua Financial in other states
Questions
How many Intrua Financial financial advisors are in Wisconsin?
5 investment adviser representatives are registered at Intrua Financial offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 31 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Where in Wisconsin does Intrua Financial have the most advisors?
Brookfield, with 1, then Greenfield (1). Intrua Financial has advisors in 3 cities in Wisconsin.
How do I check a Intrua Financial 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 Intrua Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.