Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Elkhorn, WI
Every SEC-registered investment adviser representative at a firm office in Elkhorn, with the firms that employ the most of them.
18 registered advisors work in Elkhorn; the most are at LPL Financial LLC (4). 4 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Elkhorn
Advisors in Elkhorn, A to Z
CFP advisors in Elkhorn →- Tonia F. AndreState Farm Investment Management Corp. · Chartered Financial Consultant
- Sinan AsaniLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Timothy O. BlackEdward Jones · Certified Financial Planner
- Brandi L. HahnOsaic Wealth, Inc.
- Justin B. HankeUBS Financial Services Inc.
- Isaac J. HartLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Maurice HebbWells Fargo Advisors Financial Network, LLC
- David J. HenningfieldLPL Financial LLC
- Karen KallemWells Fargo Advisors Financial Network, LLC
- Matthew L. MalvitzLPL Financial LLC
- Brayden NaefOsaic Wealth, Inc.
- James W. PfeilHarbour Investments, Inc.
- Benjamin RobersEdward Jones
- Harold W. Sherrill IIIEdelman Financial Engines
- Callahan TullyWells Fargo Advisors Financial Network, LLC
- Lisvet Y. Villanueva RosasJ.P. Morgan Securities LLC
- J. J. WehmeierEquitable Advisors, LLC
- Stacy L. WhitemanEdward Jones · Certified Financial Planner
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 Elkhorn, WI?
18 investment adviser representatives are registered at firm offices in Elkhorn, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Elkhorn?
LPL Financial LLC, with 4 registered advisors in Elkhorn, followed by Edward Jones with 3.
How do I check a financial advisor in Elkhorn?
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.