Financial ADVSR advisor directory · SEC adviser records
Mariner financial advisors in Brookfield, WI
Every SEC-registered investment adviser representative at a Mariner office in Brookfield, A to Z.
6 registered advisors work at Mariner in Brookfield, out of 941 at the firm nationwide; it ranks number 19 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Mariner advisors in Brookfield, A to Z
Every Mariner advisor →- Daniel L. BorchardCertified Financial Planner
- Mark J. DuetschCertified Financial Planner
- Gordon T. FraterCertified Financial Planner
- Joshua HornerInvestment adviser rep
- Matthew G. LogueCertified Financial Planner
- Marcus P. MelnarikCertified Financial Planner
Mariner advisors in every city and state →Mariner: assets, clients and custodians →Mariner news and advisor moves →Advisor Moves: who changed firms this week →
Mariner advisors in other cities
Overland Park, KS 113New York, NY 48Cincinnati, OH 39Oakbrook Terrace, IL 27Los Angeles, CA 22Sarasota, FL 21Tulsa, OK 21Madison, NJ 19Manasquan, NJ 19Scottsdale, AZ 17Bellevue, WA 16Bloomington, MN 16Plano, TX 15Brentwood, MO 14Englewood, CO 14
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 Mariner have in Brookfield?
6 investment adviser representatives are registered at Mariner offices in Brookfield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 941 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Mariner one of the largest advisor employers in Brookfield?
Mariner ranks number 19 in Brookfield by registered advisors; Annex Wealth Management, LLC has the most, with 87.
How do I check a Mariner 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 Mariner 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.