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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Wisconsin

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

The short answer

300 registered advisors work at Osaic Wealth, Inc. in Wisconsin, out of 7,289 nationwide; it's the firm's number 8 state by advisors, and the most are in Brookfield (27). 47 list the CFP designation and 296 are also registered broker representatives.

Osaic Wealth, Inc. advisors by city in Wisconsin

Every firm in Wisconsin →

Brookfield 27Appleton 23Green Bay 23Milwaukee 23Madison 18Waukesha 12Fond Du Lac 10Fitchburg 8Kimberly 8Oshkosh 7Manitowoc 5Onalaska 5Eau Claire 4New Holstein 4Pewaukee 4Pleasant Prairie 4Sheboygan 4Spencer 4Verona 4Hartland 3La Crosse 3Mondovi 3New Berlin 3Oak Creek 3Oconomowoc 3Stevens Point 3Waupaca 3Wausau 3De Pere 2East Troy 2Elkhorn 2Fort Atkinson 2Franklin 2Greendale 2Johnson Creek 2Kenosha 2Menomonie 2Mequon 2Oneida 2Ripon 2Watertown 2Waunakee 2Windsor 2Wrightstown 2Adams 1Altoona 1Beaver Dam 1Beloit 1Brooklyn 1Cedarburg 1Chetek 1Chippewa Falls 1Combined Locks 1Deforest 1Fremont 1Germantown 1Glenwood City 1Greenfield 1Greenville 1Hales Corners 1Hayward 1Hortonville 1Howards Grove 1Kaukauna 1Lacrosse 1Lake Geneva 1Lodi 1Malone 1Marshall 1Marshfield 1Middleton 1Minocqua 1Monona 1Mount Pleasant 1Mukwonago 1New Richmond 1Phillips 1Prairie Du Sac 1Reedsburg 1

Osaic Wealth, Inc. advisors in Wisconsin, A to Z

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Osaic Wealth, Inc. advisors in every state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. in other states

California 816New York 608Florida 465Texas 388Arizona 371Pennsylvania 314Ohio 310Minnesota 289Michigan 271Illinois 240New Jersey 233North Carolina 178Virginia 152Massachusetts 151Indiana 147Maryland 140Nebraska 137Georgia 130Tennessee 129Iowa 116Missouri 113Washington 113Colorado 112Kansas 98Connecticut 87Oregon 84South Carolina 72Alabama 65Oklahoma 65Kentucky 61Hawaii 55Louisiana 55Utah 55Montana 42North Dakota 37South Dakota 37New Hampshire 35Idaho 33Delaware 31Rhode Island 24Nevada 21West Virginia 17Arkansas 15Mississippi 15New Mexico 14Wyoming 12Alaska 11Maine 10Vermont 6

Questions

How many Osaic Wealth, Inc. financial advisors are in Wisconsin?

300 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 at the firm nationwide. 47 list the CFP designation and 296 are also registered as broker representatives.

Where in Wisconsin does Osaic Wealth, Inc. have the most advisors?

Brookfield, with 27, then Appleton (23). Osaic Wealth, Inc. has advisors in 79 cities in Wisconsin.

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