Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Burlington, WI
Every SEC-registered investment adviser representative at a firm office in Burlington, with the firms that employ the most of them.
19 registered advisors work in Burlington; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (5). 2 list the CFP designation and 19 are also registered broker representatives.
Firms with the most advisors in Burlington
Advisors in Burlington, A to Z
CFP advisors in Burlington →- Gregory AmbornMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Dean A. AndersonEdward Jones
- Clay W. BrandtRaymond James & Associates, Inc. · Certified Financial Planner
- Laci A. CesarThrivent Investment Management Inc.
- Jacob P. FollisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas P. FollisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Tyler A. JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Leah A. KoehnkeLPL Financial LLC
- Daniel R. KruegerHarbour Investments, Inc.
- Kristen M. LafranzoThrivent Investment Management Inc.
- Elizabeth L. MengoLPL Financial LLC
- Anthony J. MescherLPL Financial LLC
- Diane K. NopenzThrivent Investment Management Inc.
- Michael PascucciEdward Jones
- Bradley J. RoeEdward Jones
- Gustavo A. SanchezLPL Financial LLC
- Stephanie L. SnyderMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Eric S. ThomsonEdward Jones · Certified Financial Planner
- Laura A. WhiteThrivent Investment Management Inc.
Other cities in Wisconsin
All of Wisconsin →Milwaukee 1,040Madison 646Brookfield 476Green Bay 426Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118Eau Claire 107La Crosse 100West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53
Questions
How many financial advisors are in Burlington, WI?
19 investment adviser representatives are registered at firm offices in Burlington, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Burlington?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 5 registered advisors in Burlington, followed by Edward Jones with 4.
How do I check a financial advisor in Burlington?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.