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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Eau Claire, WI

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

107 registered advisors work in Eau Claire; the most are at Edward Jones (11). 18 list the CFP designation and 91 are also registered broker representatives.

Firms with the most advisors in Eau Claire

FirmAdvisors in Eau Claire
Edward Jones news11
LPL Financial LLC news10
Robert W. Baird & Co. Incorporated news9
Ameriprise Financial Services, LLC news7
Merrill Lynch, Pierce, Fenner & Smith Incorporated news7
Stifel, Nicolaus & Company, Incorporated news5
Wells Fargo Clearing Services, LLC news5
Gateway Wealth Partners, LLC4
Osaic Wealth, Inc. news4
Pfs Investments Inc.4
Thrivent Investment Management Inc.4
Cambridge Investment Research Advisors, Inc. news2
Cliftonlarsonallen Wealth Advisors, LLC2
Commonwealth Financial Network news2
Edelman Financial Engines news2
Keystone Financial2
RBC Capital Markets, LLC news2
Raymond James Financial Services Advisors, Inc. news2
State Farm Investment Management Corp.2
U.S. Bancorp Advisors, LLC2
United Planners' Financial Services Of America A Limited Partner2
Brookstone Wealth Advisors, LLC1
Buska Wealth Management, LLC1
C.R. Haupt LLC1
Capital Coordinators Company1

Advisors in Eau Claire, A to Z

CFP advisors in Eau Claire →

Other cities in Wisconsin

All of Wisconsin →

Milwaukee 1,040Madison 646Brookfield 476Green Bay 426Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118La Crosse 100West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53Fitchburg 50

Questions

How many financial advisors are in Eau Claire, WI?

107 investment adviser representatives are registered at firm offices in Eau Claire, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 91 of them are also registered as broker representatives, and 18 list the CFP designation.

Which firm has the most financial advisors in Eau Claire?

Edward Jones, with 11 registered advisors in Eau Claire, followed by LPL Financial LLC with 10.

How do I check a financial advisor in Eau Claire?

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.