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Merit Financial Advisors financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Merit Financial Advisors office in Wisconsin, by city and A to Z.
The short answer
22 registered advisors work at Merit Financial Advisors in Wisconsin, out of 251 nationwide; it's the firm's number 2 state by advisors, and the most are in Sheboygan Falls (8). 5 list the CFP designation and 13 are also registered broker representatives.
Merit Financial Advisors advisors by city in Wisconsin
Every firm in Wisconsin →Sheboygan Falls 8Madison 6Middleton 4Manitowoc 2De Pere 1Whitefish Bay 1
Merit Financial Advisors advisors in Wisconsin, A to Z
Search by name →- Elena BonillaMadison
- William R. CaseyManitowoc · Certified Financial Planner, Chartered Financial Consultant
- James E. EwingMadison
- Atley T. GayManitowoc
- Donald C. HammondSheboygan Falls
- Anthony J. HellenbrandSheboygan Falls · Certified Financial Planner
- Royce P. KurtzMadison
- Gregory T. MahalickWhitefish Bay
- Allen J. MahnkeDe Pere
- Casey B. MahoneySheboygan Falls · Certified Financial Planner
- Jason K. MartoneSheboygan Falls
- William J. MelandMiddleton
- Tony S. MennengaMadison
- Peter J. MersbergerSheboygan Falls
- William N. MorrisonSheboygan Falls · Certified Financial Planner, Chartered Financial Analyst
- Christian J. O'ConnorMadison
- Alexander J. PaltzerSheboygan Falls
- Crew R. RisgaardMiddleton
- Patrick R. SturmMiddleton
- Amy C. ThomasMadison
- Cara R. WolenecMiddleton
- Andrea J. ZoellerSheboygan Falls · Certified Financial Planner
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Merit Financial Advisors in other states
Georgia 124Illinois 12Washington 11Pennsylvania 10Florida 9Texas 8Idaho 7Maryland 6Kansas 5North Carolina 5New York 5Oklahoma 5Montana 4California 3New Jersey 3Utah 3
Questions
How many Merit Financial Advisors financial advisors are in Wisconsin?
22 investment adviser representatives are registered at Merit Financial Advisors offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 251 at the firm nationwide. 5 list the CFP designation and 13 are also registered as broker representatives.
Where in Wisconsin does Merit Financial Advisors have the most advisors?
Sheboygan Falls, with 8, then Madison (6). Merit Financial Advisors has advisors in 6 cities in Wisconsin.
How do I check a Merit Financial Advisors 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 Merit Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.