Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Fitchburg, WI
Every SEC-registered investment adviser representative at a firm office in Fitchburg, with the firms that employ the most of them.
50 registered advisors work in Fitchburg; the most are at Harbour Investments, Inc. (16). 11 list the CFP designation and 40 are also registered broker representatives.
Firms with the most advisors in Fitchburg
Advisors in Fitchburg, A to Z
CFP advisors in Fitchburg →- Jean-Paul A. AimeGateway Wealth Partners, LLC
- Desiree D. AlexanderHarbour Investments, Inc.
- Jeremy A. ArgueHarbour Investments, Inc. · Chartered Financial Consultant
- Stephanie A. BlankenheimEdward Jones
- Jeffrey L. BlumLPL Financial LLC
- Thomas A. BrienHarbour Investments, Inc.
- Jessica A. BrockwayCreative Planning
- David M. BrownOsaic Wealth, Inc.
- Terri Z. BuechnerOsaic Wealth, Inc.
- McKenzie A. ClaryEdward Jones
- Matthew M. CuplinOsaic Wealth, Inc. · Certified Financial Planner
- Jayne T. DeutmeyerLPL Financial LLC
- Traci D. FossEdward Jones
- Jacqueline M. FrazeeOsaic Wealth, Inc.
- Kyle W. FrenchHarbour Investments, Inc. · Certified Financial Planner
- Ayden C. HallHarbour Investments, Inc.
- Jamie L. HansonOsaic Wealth, Inc.
- Manjula K. HettiarachchiHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Eric D. IwanskiOsaic Wealth, Inc.
- Anne S. KiesPfs Investments Inc.
- Lukas N. KolaschHarbour Investments, Inc. · Chartered Financial Consultant
- Jason J. KruegerAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeffrey J. LambHarbour Investments, Inc. · Chartered Financial Consultant
- Trevor T. LinkeCambridge Investment Research Advisors, Inc.
- Jacob J. MartyHarbour Investments, Inc.
- Lucas H. MartyHarbour Investments, Inc. · Certified Financial Planner
- Jeremy J. McArthurLPL Financial LLC
- Ethan B. MillerBlackrock Investment Management, LLC
- Matthew D. MironEdward Jones
- Lisa M. MumperHarbour Investments, Inc.
- Ryan J. PrallLPL Financial LLC
- Jason D. ReynoldsOsaic Wealth, Inc.
- Katie A. RileyState Farm Investment Management Corp. · Chartered Financial Consultant
- Shane RothHarbour Investments, Inc.
- Daniel K. SabroffPfs Investments Inc.
- Michael J. SchlimgenKlaas Financial Asset Advisors, LLC. · Certified Financial Planner
- Carrie E. SchmidtOsaic Wealth, Inc. · Certified Financial Planner
- Eric S. SchmitzKlaas Financial Asset Advisors, LLC. · Certified Financial Planner
- Aaron E. SchuellerKlaas Financial Asset Advisors, LLC.
- Mary E. SchwartzCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Michael J. SkalaHarbour Investments, Inc.
- Jason D. SkinnerHarbour Investments, Inc.
- Jill M. SommersHarbour Investments, Inc.
- Joshua E. StirlingKlaas Financial Asset Advisors, LLC. · Chartered Financial Analyst
- Wendy VossEdward Jones
- Christopher J. WilbrichtPfs Investments Inc. · Certified Financial Planner
- Alan L. WinsandHarbour Investments, Inc. · Chartered Financial Consultant
- Nathan T. WinslowKlaas Financial Asset Advisors, LLC.
- Mark A. ZietyWismed Financial, Inc. · Certified Financial Planner
- Elias J. ZografiAmeriprise Financial Services, LLC
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 Fitchburg, WI?
50 investment adviser representatives are registered at firm offices in Fitchburg, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 11 list the CFP designation.
Which firm has the most financial advisors in Fitchburg?
Harbour Investments, Inc., with 16 registered advisors in Fitchburg, followed by Osaic Wealth, Inc. with 8.
How do I check a financial advisor in Fitchburg?
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.