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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial Strategies, Inc. financial advisors in Brookfield, WI

Every SEC-registered investment adviser representative at a Financial Strategies, Inc. office in Brookfield, A to Z.

The short answer

3 registered advisors work at Financial Strategies, Inc. in Brookfield, out of 3 at the firm nationwide; it ranks number 31 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Financial Strategies, Inc. advisors in Brookfield, A to Z

Every Financial Strategies, Inc. advisor →

Financial Strategies, Inc. advisors in every city and state →Financial Strategies, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Brookfield

All Brookfield advisors →

Annex Wealth Management, LLC 84Ameriprise Financial Services, LLC 44LPL Financial LLC 41Strategic Advisers LLC 35Osaic Wealth, Inc. 26UBS Financial Services Inc. 21RBC Capital Markets, LLC 17Cetera Investment Advisers LLC 14Francis LLC 14Great Valley Advisor Group, LLC 14Charles Schwab & Co., Inc. 13Stifel, Nicolaus & Company, Incorporated 10

Questions

How many financial advisors does Financial Strategies, Inc. have in Brookfield?

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

Is Financial Strategies, Inc. one of the largest advisor employers in Brookfield?

Financial Strategies, Inc. ranks number 31 in Brookfield by registered advisors; Annex Wealth Management, LLC has the most, with 84.

How do I check a Financial Strategies, Inc. 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 Financial Strategies, Inc. 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.