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Financial ADVSR advisor directory · SEC adviser records

Highland Investment Advisors LLC financial advisors in Brookfield, WI

Every SEC-registered investment adviser representative at a Highland Investment Advisors LLC office in Brookfield, A to Z.

The short answer

3 registered advisors work at Highland Investment Advisors LLC in Brookfield, out of 9 at the firm nationwide; it ranks number 32 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Highland Investment Advisors LLC advisors in Brookfield, A to Z

Every Highland Investment Advisors LLC advisor →

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

Highland Investment Advisors LLC advisors in other cities

Ponte Vedra, FL 6

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 Highland Investment Advisors LLC have in Brookfield?

3 investment adviser representatives are registered at Highland Investment Advisors LLC offices in Brookfield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Highland Investment Advisors LLC one of the largest advisor employers in Brookfield?

Highland Investment Advisors LLC ranks number 32 in Brookfield by registered advisors; Annex Wealth Management, LLC has the most, with 84.

How do I check a Highland Investment Advisors 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 Highland 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.