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Financial ADVSR advisor directory · SEC adviser records

Macro Wealth Management, Inc. financial advisors in Peoria, IL

Every SEC-registered investment adviser representative at a Macro Wealth Management, Inc. office in Peoria, A to Z.

3 registered advisors work at Macro Wealth Management, Inc. in Peoria, out of 4 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Macro Wealth Management, Inc. advisors in Peoria, A to Z

Every Macro Wealth Management, Inc. advisor →

Macro Wealth Management, Inc. advisors in every city and state →Advisor Moves: who changed firms this week →

Macro Wealth Management, Inc. advisors in other cities

Lake Forest, IL 1

Other firms in Peoria

All Peoria advisors →

Morgan Stanley 32LPL Financial LLC 23David Vaughan Investments, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Edward Jones 10State Farm Investment Management Corp. 9Wells Fargo Advisors Financial Network, LLC 9Wells Fargo Clearing Services, LLC 7Equitable Advisors, LLC 6MML Investors Services, LLC 6Ameritas Advisory Services, LLC 5Guardian Wealth Management Inc. 5

Questions

How many financial advisors does Macro Wealth Management, Inc. have in Peoria?

3 investment adviser representatives are registered at Macro Wealth Management, Inc. offices in Peoria, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Macro Wealth Management, Inc. one of the largest advisor employers in Peoria?

Macro Wealth Management, Inc. ranks number 19 in Peoria by registered advisors; Morgan Stanley has the most, with 32.

How do I check a Macro Wealth Management, Inc. advisor in Peoria?

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 Macro Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.