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Financial ADVSR advisor directory · SEC adviser records

Kellogg Asset Management, LLC financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Kellogg Asset Management, LLC office in Wisconsin, by city and A to Z.

The short answer

6 registered advisors work at Kellogg Asset Management, LLC in Wisconsin, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Green Bay (5). 0 list the CFP designation and 1 are also registered broker representatives.

Kellogg Asset Management, LLC advisors by city in Wisconsin

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Green Bay 5Neenah 1

Kellogg Asset Management, LLC advisors in Wisconsin, A to Z

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Questions

How many Kellogg Asset Management, LLC financial advisors are in Wisconsin?

6 investment adviser representatives are registered at Kellogg Asset Management, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Where in Wisconsin does Kellogg Asset Management, LLC have the most advisors?

Green Bay, with 5, then Neenah (1). Kellogg Asset Management, LLC has advisors in 2 cities in Wisconsin.

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