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Financial ADVSR advisor directory · SEC adviser records

Bluespring Wealth Management, LLC financial advisors in Brookfield, WI

Every SEC-registered investment adviser representative at a Bluespring Wealth Management, LLC office in Brookfield, A to Z.

The short answer

3 registered advisors work at Bluespring Wealth Management, LLC in Brookfield, out of 57 at the firm nationwide; it ranks number 27 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Bluespring Wealth Management, LLC advisors in Brookfield, A to Z

Every Bluespring Wealth Management, LLC advisor →

Bluespring Wealth Management, LLC advisors in every city and state →Bluespring Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bluespring Wealth Management, LLC advisors in other cities

Austin, TX 15Mansfield, OH 12Minneapolis, MN 11Walnut Creek, CA 5Lexington, KY 4Roseville, CA 3Cincinnati, OH 2Concord, OH 1Wooster, OH 1

Other firms in Brookfield

All Brookfield advisors →

Annex Wealth Management, LLC 87Ameriprise Financial Services, LLC 45LPL Financial LLC 44Osaic Wealth, Inc. 27Strategic Advisers LLC 21UBS Financial Services Inc. 21RBC Capital Markets, LLC 16Francis LLC 14Great Valley Advisor Group, LLC 14Cetera Investment Advisers LLC 13Charles Schwab & Co., Inc. 12J.P. Morgan Securities LLC 10

Questions

How many financial advisors does Bluespring Wealth Management, LLC have in Brookfield?

3 investment adviser representatives are registered at Bluespring Wealth Management, LLC offices in Brookfield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 57 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Bluespring Wealth Management, LLC one of the largest advisor employers in Brookfield?

Bluespring Wealth Management, LLC ranks number 27 in Brookfield by registered advisors; Annex Wealth Management, LLC has the most, with 87.

How do I check a Bluespring Wealth Management, LLC advisor in Brookfield?

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 Bluespring Wealth Management, 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.