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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Altoona, WI

Every SEC-registered investment adviser representative at a firm office in Altoona, with the firms that employ the most of them.

67 registered advisors work in Altoona; the most are at Orgel Wealth Management, LLC (25). 20 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Altoona

FirmAdvisors in Altoona
Orgel Wealth Management, LLC25
Ameriprise Financial Services, LLC news13
Bernicke Wealth Management10
Edward Jones news7
Great Valley Advisor Group, LLC4
Jansen Wealth Management LLC2
Alphastar Capital Management1
Edelman Financial Engines news1
Facet1
LPL Financial LLC news1
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1

Advisors in Altoona, A to Z

CFP advisors in Altoona →

Other cities in Wisconsin

All of Wisconsin →

Milwaukee 1,040Madison 646Brookfield 476Green Bay 426Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118Eau Claire 107La Crosse 100West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53Fitchburg 50

Questions

How many financial advisors are in Altoona, WI?

67 investment adviser representatives are registered at firm offices in Altoona, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in Altoona?

Orgel Wealth Management, LLC, with 25 registered advisors in Altoona, followed by Ameriprise Financial Services, LLC with 13.

How do I check a financial advisor in Altoona?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.