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Financial ADVSR advisor directory · SEC adviser records

The Milwaukee Company financial advisors in Wisconsin

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

The short answer

5 registered advisors work at The Milwaukee Company in Wisconsin, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Thiensville (4). 0 list the CFP designation and 0 are also registered broker representatives.

The Milwaukee Company advisors by city in Wisconsin

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Thiensville 4Mequon 1

The Milwaukee Company advisors in Wisconsin, A to Z

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The Milwaukee Company advisors in every state →The Milwaukee Company: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many The Milwaukee Company financial advisors are in Wisconsin?

5 investment adviser representatives are registered at The Milwaukee Company offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does The Milwaukee Company have the most advisors?

Thiensville, with 4, then Mequon (1). The Milwaukee Company has advisors in 2 cities in Wisconsin.

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