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Financial ADVSR advisor directory · SEC adviser records

Copper Harbor Investment Advisors, LLC financial advisors in Appleton, WI

Every SEC-registered investment adviser representative at a Copper Harbor Investment Advisors, LLC office in Appleton, A to Z.

The short answer

5 registered advisors work at Copper Harbor Investment Advisors, LLC in Appleton, out of 5 at the firm nationwide; it ranks number 19 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Copper Harbor Investment Advisors, LLC advisors in Appleton, A to Z

Every Copper Harbor Investment Advisors, LLC advisor →

Copper Harbor Investment Advisors, LLC advisors in every city and state →Copper Harbor Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Appleton

All Appleton advisors →

Thrivent Investment Management Inc. 74Gateway Wealth Partners, LLC 43LPL Financial LLC 35Osaic Wealth, Inc. 23Wells Fargo Clearing Services, LLC 14Endowment Wealth Management, Inc. 12Ameriprise Financial Services, LLC 11Avaii Wealth Management, LLC 10Edward Jones 10Etf Model Solutions, LLC 10Cambridge Investment Research Advisors, Inc. 9McGlone Suttner Wealth Management, Inc. 8

Questions

How many financial advisors does Copper Harbor Investment Advisors, LLC have in Appleton?

5 investment adviser representatives are registered at Copper Harbor Investment Advisors, LLC offices in Appleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Copper Harbor Investment Advisors, LLC one of the largest advisor employers in Appleton?

Copper Harbor Investment Advisors, LLC ranks number 19 in Appleton by registered advisors; Thrivent Investment Management Inc. has the most, with 74.

How do I check a Copper Harbor Investment Advisors, LLC advisor in Appleton?

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 Copper Harbor Investment Advisors, LLC 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.