Financial ADVSR advisor directory · SEC adviser records
Cushing Capital Partners, LLC financial advisors in Delafield, WI
Every SEC-registered investment adviser representative at a Cushing Capital Partners, LLC office in Delafield, A to Z.
3 registered advisors work at Cushing Capital Partners, LLC in Delafield, out of 3 at the firm nationwide; it ranks number 4 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Cushing Capital Partners, LLC advisors in Delafield, A to Z
Every Cushing Capital Partners, LLC advisor →- Jacob S. MayerCertified Financial Planner
- Matthew J. OttuschCertified Financial Planner
- Jonathan R. ThompsonInvestment adviser rep
Cushing Capital Partners, LLC advisors in every city and state →Cushing Capital Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Delafield
All Delafield advisors →RBC Capital Markets, LLC 12Wealthspire Advisors 7Behl Wealth Management 3LPL Financial LLC 3
Questions
How many financial advisors does Cushing Capital Partners, LLC have in Delafield?
3 investment adviser representatives are registered at Cushing Capital Partners, LLC offices in Delafield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Cushing Capital Partners, LLC one of the largest advisor employers in Delafield?
Cushing Capital Partners, LLC ranks number 4 in Delafield by registered advisors; RBC Capital Markets, LLC has the most, with 12.
How do I check a Cushing Capital Partners, LLC advisor in Delafield?
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 Cushing Capital Partners, 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.