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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Amery, WI

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

8 registered advisors work in Amery; the most are at Edward Jones (4). 1 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Amery

FirmAdvisors in Amery
Edward Jones news4
LPL Financial LLC news2
Cetera Investment Advisers LLC news1
Harvest Horizon Wealth Strategies1

Advisors in Amery, A to Z

CFP advisors in Amery →

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 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53

Questions

How many financial advisors are in Amery, WI?

8 investment adviser representatives are registered at firm offices in Amery, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Amery?

Edward Jones, with 4 registered advisors in Amery, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Amery?

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.