Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Wisconsin, by city and A to Z.
The short answer
13 registered advisors work at Kestra Advisory Services, LLC in Wisconsin, out of 1,312 nationwide; it's the firm's number 23 state by advisors, and the most are in Waukesha (4). 4 list the CFP designation and 11 are also registered broker representatives.
Kestra Advisory Services, LLC advisors by city in Wisconsin
Every firm in Wisconsin →Waukesha 4Sheboygan 3Hudson 2Brookfield 1Exeland 1Green Bay 1Star Prairie 1
Kestra Advisory Services, LLC advisors in Wisconsin, A to Z
Search by name →- Thomas M. CharonWaukesha
- James J. CroninWaukesha · Chartered Financial Analyst
- William J. CroninWaukesha
- Cheryl J. GrochowskiStar Prairie · Certified Financial Planner
- Jamie M. GrupeHudson · Certified Financial Planner
- Jacqueline R. HarveyWaukesha
- Thomas G. KarlenHudson
- Elizabeth K. KietzmanExeland · Certified Financial Planner
- Todd R. KreitzmanWaukesha
- Scott R. MillerWaukesha
- Marietta L. PayneHudson
- Jennifer E. San FillippoBrookfield
- Bernard G. Van EperenGreen Bay · Certified Financial Planner
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Kestra Advisory Services, LLC in other states
Texas 508New Jersey 66New York 66Florida 64Pennsylvania 63California 57Maryland 41Illinois 37Ohio 30Arizona 28Massachusetts 28Michigan 28Colorado 27Minnesota 27North Carolina 23Connecticut 21Virginia 21Georgia 19Indiana 17South Carolina 15Missouri 14Tennessee 13Alabama 11Kansas 10Washington 10Kentucky 6Iowa 5Louisiana 5Vermont 5Mississippi 4New Hampshire 4New Mexico 4Arkansas 3Nebraska 3Nevada 3Oklahoma 3Rhode Island 3
Questions
How many Kestra Advisory Services, LLC financial advisors are in Wisconsin?
13 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 at the firm nationwide. 4 list the CFP designation and 11 are also registered as broker representatives.
Where in Wisconsin does Kestra Advisory Services, LLC have the most advisors?
Waukesha, with 4, then Sheboygan (3). Kestra Advisory Services, LLC has advisors in 7 cities in Wisconsin.
How do I check a Kestra Advisory Services, 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 Kestra Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.