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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in De Pere, WI

Every SEC-registered investment adviser representative at a firm office in De Pere, with the firms that employ the most of them.

70 registered advisors work in De Pere; the most are at Ameriprise Financial Services, LLC (23). 17 list the CFP designation and 62 are also registered broker representatives.

Firms with the most advisors in De Pere

FirmAdvisors in De Pere
Ameriprise Financial Services, LLC news23
Edward Jones news9
Creative Planning news6
Northwestern Mutual Investment Services, LLC6
MML Investors Services, LLC5
N.E.W. Advisory Services, LLC4
Equitable Advisors, LLC news3
LPL Financial LLC news3
Associated Investment Services, Inc.2
Osaic Wealth, Inc. news2
Cetera Investment Advisers LLC news1
Empower Advisory Group, LLC1
Hightower Advisors, LLC news1
LPL Enterprise, LLC news1
Merit Financial Advisors1
Strategic Advisers LLC1
Verus Wealth Management1

Advisors in De Pere, A to Z

CFP advisors in De Pere →

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 72Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53Fitchburg 50

Questions

How many financial advisors are in De Pere, WI?

70 investment adviser representatives are registered at firm offices in De Pere, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 62 of them are also registered as broker representatives, and 17 list the CFP designation.

Which firm has the most financial advisors in De Pere?

Ameriprise Financial Services, LLC, with 23 registered advisors in De Pere, followed by Edward Jones with 9.

How do I check a financial advisor in De Pere?

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.