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Financial ADVSR advisor directory · SEC adviser records

Newedge Advisors financial advisors in Wisconsin

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

The short answer

7 registered advisors work at Newedge Advisors in Wisconsin, out of 549 nationwide; it's the firm's number 15 state by advisors, and the most are in Ashland (5). 3 list the CFP designation and 7 are also registered broker representatives.

Newedge Advisors advisors by city in Wisconsin

Every firm in Wisconsin →

Ashland 5Bayside 1Green Bay 1

Newedge Advisors advisors in Wisconsin, A to Z

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

Newedge Advisors in other states

Louisiana 296California 22Georgia 22Texas 22Florida 17Tennessee 14Connecticut 12Michigan 11North Dakota 11South Carolina 11Pennsylvania 10New Jersey 9Alabama 8Minnesota 7New York 6South Dakota 6Colorado 5Kansas 5Massachusetts 5Arizona 4Illinois 4Indiana 4Nebraska 4District of Columbia 3New Hampshire 3

Questions

How many Newedge Advisors financial advisors are in Wisconsin?

7 investment adviser representatives are registered at Newedge Advisors offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 549 at the firm nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.

Where in Wisconsin does Newedge Advisors have the most advisors?

Ashland, with 5, then Bayside (1). Newedge Advisors has advisors in 3 cities in Wisconsin.

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