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Valmark Advisers, Inc. financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Valmark Advisers, Inc. office in Wisconsin, by city and A to Z.
The short answer
10 registered advisors work at Valmark Advisers, Inc. in Wisconsin, out of 267 nationwide; it's the firm's number 8 state by advisors, and the most are in Madison (4). 4 list the CFP designation and 10 are also registered broker representatives.
Valmark Advisers, Inc. advisors by city in Wisconsin
Every firm in Wisconsin →Valmark Advisers, Inc. advisors in Wisconsin, A to Z
Search by name →- Danielle B. AmundsonOnalaska
- Stefani J. FiedlerRice Lake · Certified Financial Planner, Chartered Financial Consultant
- Scott E. KellyMadison
- Joshua T. LiederOnalaska
- Rosalie K. MathersMadison · Certified Financial Planner, Chartered Financial Consultant
- Bradley J. MuellerMiddleton
- Michael M. NicholsonMadison · Chartered Financial Consultant
- Eric M. PelleRice Lake
- Chad J. PetersonRice Lake · Certified Financial Planner
- Brent J. WelchMadison · Certified Financial Planner, Chartered Financial Consultant
Valmark Advisers, Inc. advisors in every state →Valmark Advisers, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Valmark Advisers, Inc. in other states
Ohio 98California 21Massachusetts 17Florida 13Maine 12Michigan 11Mississippi 10Kentucky 9Minnesota 8Texas 7Virginia 5North Carolina 4New York 4Pennsylvania 4Alabama 3Colorado 3Georgia 3Illinois 3Maryland 3Nebraska 3South Carolina 3
Questions
How many Valmark Advisers, Inc. financial advisors are in Wisconsin?
10 investment adviser representatives are registered at Valmark Advisers, Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 267 at the firm nationwide. 4 list the CFP designation and 10 are also registered as broker representatives.
Where in Wisconsin does Valmark Advisers, Inc. have the most advisors?
Madison, with 4, then Rice Lake (3). Valmark Advisers, Inc. has advisors in 4 cities in Wisconsin.
How do I check a Valmark Advisers, 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 Valmark Advisers, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.