Financial ADVSR advisor directory · SEC adviser records
Mapt Capital financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Mapt Capital office in Wisconsin, by city and A to Z.
The short answer
3 registered advisors work at Mapt Capital in Wisconsin, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Madison (3). 2 list the CFP designation and 0 are also registered broker representatives.
Mapt Capital advisors by city in Wisconsin
Every firm in Wisconsin →Mapt Capital advisors in Wisconsin, A to Z
Search by name →- Francisco X. Aguilar PuyolMadison · Certified Financial Planner
- Nancy J. MetzgerMadison · Certified Financial Planner
- Grace TrewarthaMadison
Mapt Capital advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Mapt Capital financial advisors are in Wisconsin?
3 investment adviser representatives are registered at Mapt Capital offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Mapt Capital have the most advisors?
Madison, with 3. Mapt Capital has advisors in 1 city in Wisconsin.
How do I check a Mapt Capital 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 Mapt Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.