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Wealthspire Advisors financial advisors in Wisconsin
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Wisconsin, by city and A to Z.
The short answer
27 registered advisors work at Wealthspire Advisors in Wisconsin, out of 220 nationwide; it's the firm's number 3 state by advisors, and the most are in Madison (10). 8 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors by city in Wisconsin
Every firm in Wisconsin →Wealthspire Advisors advisors in Wisconsin, A to Z
Search by name →- Abby R. BareMadison
- Laura S. BarryMilwaukee · Certified Financial Planner
- Brion S. CollinsDelafield · Certified Financial Planner
- Crystal J. CoxMadison · Certified Financial Planner
- Amanda DavisMadison
- John M. DobsonDelafield
- Ella B. DuelMilwaukee
- Jay M. FrankDelafield · Certified Financial Planner, Chartered Financial Consultant
- Joshua L. FrankDelafield
- Jennifer L. GiemzaMadison · Certified Financial Planner
- Justin L. GoldsteinMadison
- Rachel A. HabermanMadison
- Raziel N. HechtDelafield · Certified Financial Planner
- Lindsey M. KaneMadison
- Brent T. KatterheinrichMadison
- Kevin C. KosgardAppleton
- Bruce R. LaningMilwaukee · Chartered Financial Analyst
- Tammie E. LenznerAppleton
- Charles V. MeixelspergerMadison
- Kevin P. MoloneyMadison
- Madelyn OemigMilwaukee
- Kayla M. PavelaMadison
- Emily PerschbacherDelafield
- Elizabeth SummersMilwaukee
- Michael J. TylerMilwaukee · Certified Financial Planner
- Karyn I. TylickiMilwaukee · Certified Financial Planner
- Juliette C. WilliamsDelafield
Wealthspire Advisors advisors in every state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Advisor Moves: who changed firms this week →
Wealthspire Advisors in other states
New York 78Maryland 41California 19Virginia 16Florida 11Connecticut 9Ohio 5Washington 5Illinois 4
Questions
How many Wealthspire Advisors financial advisors are in Wisconsin?
27 investment adviser representatives are registered at Wealthspire Advisors offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Wisconsin does Wealthspire Advisors have the most advisors?
Madison, with 10, then Delafield (7). Wealthspire Advisors has advisors in 4 cities in Wisconsin.
How do I check a Wealthspire Advisors 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 Wealthspire Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.