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Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Wisconsin

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

The short answer

99 registered advisors work at Strategic Advisers LLC in Wisconsin, out of 15,449 nationwide; it's the firm's number 29 state by advisors, and the most are in Brookfield (21). 13 list the CFP designation and 99 are also registered broker representatives.

Strategic Advisers LLC advisors by city in Wisconsin

Every firm in Wisconsin →

Brookfield 21Middleton 13Milwaukee 9Madison 6Hartland 5Hudson 3Oconomowoc 3Menomonee Falls 2Mequon 2River Falls 2Sussex 2Verona 2Wauwatosa 2Belgium 1De Pere 1Ellsworth 1Germantown 1Green Bay 1Hales Corners 1Janesville 1Kiel 1McFarland 1Mount Horeb 1Muskego 1Neenah 1New Richmond 1

Strategic Advisers LLC advisors in Wisconsin, A to Z

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Strategic Advisers LLC in other states

Texas 1,808Florida 1,463California 1,409Utah 1,137Colorado 988New Hampshire 894Kentucky 884Massachusetts 773North Carolina 658New York 549Ohio 519New Jersey 484Illinois 413Rhode Island 313Arizona 294Pennsylvania 282Virginia 281Michigan 269Washington 268Connecticut 209Georgia 202Minnesota 153Maryland 141Missouri 139Tennessee 139Indiana 108Oregon 99Nevada 98South Carolina 86Kansas 54Oklahoma 38Maine 35District of Columbia 31New Mexico 31Delaware 25Idaho 25Alabama 24Arkansas 14West Virginia 4Iowa 3Louisiana 3

Questions

How many Strategic Advisers LLC financial advisors are in Wisconsin?

99 investment adviser representatives are registered at Strategic Advisers LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 at the firm nationwide. 13 list the CFP designation and 99 are also registered as broker representatives.

Where in Wisconsin does Strategic Advisers LLC have the most advisors?

Brookfield, with 21, then Middleton (13). Strategic Advisers LLC has advisors in 26 cities in Wisconsin.

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