Financial ADVSR advisor directory · SEC adviser records
Perk Planning financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Perk Planning office in Wisconsin, by city and A to Z.
The short answer
3 registered advisors work at Perk Planning in Wisconsin, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Madison (2). 3 list the CFP designation and 0 are also registered broker representatives.
Perk Planning advisors by city in Wisconsin
Every firm in Wisconsin →Perk Planning advisors in Wisconsin, A to Z
Search by name →- Lisa M. AndrewsMadison · Certified Financial Planner
- Zachary S. HiddenWauwatosa · Certified Financial Planner
- Kyra F. ThielMadison · Certified Financial Planner
Perk Planning advisors in every state →Advisor Moves: who changed firms this week →
Questions
How many Perk Planning financial advisors are in Wisconsin?
3 investment adviser representatives are registered at Perk Planning offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Perk Planning have the most advisors?
Madison, with 2, then Wauwatosa (1). Perk Planning has advisors in 2 cities in Wisconsin.
How do I check a Perk Planning 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 Perk Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.