Financial ADVSR advisor directory · SEC adviser records
Osaic Wealth, Inc. financial advisors in Brookfield, WI
Every SEC-registered investment adviser representative at a Osaic Wealth, Inc. office in Brookfield, A to Z.
The short answer
27 registered advisors work at Osaic Wealth, Inc. in Brookfield, out of 7,289 at the firm nationwide; it ranks number 4 in the city by advisors. 4 list the CFP designation and 27 are also registered broker representatives.
Osaic Wealth, Inc. advisors in Brookfield, A to Z
Every Osaic Wealth, Inc. advisor →- Lori L. BaneckAlso a broker rep
- David G. BerkaChartered Financial Consultant · Also a broker rep
- Lauren N. CrawfordAlso a broker rep
- Jeffrey C. DorwardCertified Financial Planner · Also a broker rep
- Timothy P. FergusonAlso a broker rep
- David P. FlynnAlso a broker rep
- Tyler A. GiddingsAlso a broker rep
- Anthony L. GriffinAlso a broker rep
- Anna R. HackbarthAlso a broker rep
- Charles R. HurtgenCertified Financial Planner · Also a broker rep
- John R. HutchinsonAlso a broker rep
- Thomas J. HutchinsonAlso a broker rep
- Christopher B. JonesAlso a broker rep
- Amy M. LeyAlso a broker rep
- Bart D. LiaChartered Financial Consultant · Also a broker rep
- Erik J. LindenbergAlso a broker rep
- Hunter MaslowskiAlso a broker rep
- Donald R. MathiasCertified Financial Planner · Also a broker rep
- Joseph M. MatriseAlso a broker rep
- Michael R. McKillipCertified Financial Planner · Also a broker rep
- David R. PasciakChartered Financial Consultant · Also a broker rep
- Michael J. PattersonAlso a broker rep
- William J. SchweitzerAlso a broker rep
- Steven G. SensibaAlso a broker rep
- Lauren ThompsonAlso a broker rep
- Eric C. TweedenAlso a broker rep
- James R. WisniewskiChartered Financial Consultant · Also a broker rep
Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →
Osaic Wealth, Inc. advisors in other cities
Scottsdale, AZ 298Omaha, NE 54Raleigh, NC 51San Diego, CA 49Houston, TX 47Maumee, OH 47Irvine, CA 45Honolulu, HI 43Rochester, NY 40Lincoln, NE 39Overland Park, KS 37Southfield, MI 37Wichita, KS 36Melville, NY 35Dallas, TX 33
Other firms in Brookfield
All Brookfield advisors →Annex Wealth Management, LLC 87Ameriprise Financial Services, LLC 45LPL Financial LLC 44Strategic 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 10Stifel, Nicolaus & Company, Incorporated 10
Questions
How many financial advisors does Osaic Wealth, Inc. have in Brookfield?
27 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Brookfield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7,289 nationwide. 4 list the CFP designation and 27 are also registered as broker representatives.
Is Osaic Wealth, Inc. one of the largest advisor employers in Brookfield?
Osaic Wealth, Inc. ranks number 4 in Brookfield by registered advisors; Annex Wealth Management, LLC has the most, with 87.
How do I check a Osaic Wealth, 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 Osaic Wealth, 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.