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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Birchwood, WI

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

The short answer

1 registered advisors work in Birchwood; the most are at Mutual Of Omaha Investor Services, Inc. (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Birchwood

FirmAdvisors in Birchwood
Mutual Of Omaha Investor Services, Inc.1

Advisors in Birchwood, A to Z

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Other cities in Wisconsin

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Milwaukee 1,162Madison 739Brookfield 536Green Bay 468Waukesha 445Appleton 422Mequon 237Middleton 190Wausau 136Wauwatosa 129Eau Claire 120La Crosse 105West Bend 103Oshkosh 92Sheboygan 80Altoona 75Neenah 75Janesville 74De Pere 73Fond Du Lac 69Racine 67Oconomowoc 65Pewaukee 62Onalaska 60

Questions

How many financial advisors are in Birchwood, WI?

1 investment adviser representatives are registered at firm offices in Birchwood, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Birchwood?

Mutual Of Omaha Investor Services, Inc., with 1 registered advisors in Birchwood.

How do I check a financial advisor in Birchwood?

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.