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Financial ADVSR advisor directory · SEC adviser records

Lido financial advisors in Wisconsin

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

The short answer

9 registered advisors work at Lido in Wisconsin, out of 287 nationwide; it's the firm's number 8 state by advisors, and the most are in Mequon (9). 2 list the CFP designation and 0 are also registered broker representatives.

Lido advisors by city in Wisconsin

Every firm in Wisconsin →

Mequon 9

Lido advisors in Wisconsin, A to Z

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

Lido in other states

California 169Illinois 19New York 16Colorado 14New Jersey 11Texas 9Utah 9Ohio 5Washington 5Florida 4Arizona 3Massachusetts 3Michigan 3Oklahoma 3

Questions

How many Lido financial advisors are in Wisconsin?

9 investment adviser representatives are registered at Lido offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 287 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Lido have the most advisors?

Mequon, with 9. Lido has advisors in 1 city in Wisconsin.

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