Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Fox Valley, WI
Every SEC-registered investment adviser representative at a firm office in Fox Valley, with the firms that employ the most of them.
18 registered advisors work in Fox Valley; the most are at Robert W. Baird & Co. Incorporated (18). 1 list the CFP designation and 18 are also registered broker representatives.
Firms with the most advisors in Fox Valley
| Firm | Advisors in Fox Valley |
|---|---|
| Robert W. Baird & Co. Incorporated news | 18 |
Advisors in Fox Valley, A to Z
CFP advisors in Fox Valley →- Brianna S. BratlandRobert W. Baird & Co. Incorporated
- Andrew E. DenneyRobert W. Baird & Co. Incorporated
- Kevin R. GeenenRobert W. Baird & Co. Incorporated
- Robert B. Geenen Jr.Robert W. Baird & Co. Incorporated
- Nathan F. KaullRobert W. Baird & Co. Incorporated
- G Preston Kendall IVRobert W. Baird & Co. Incorporated
- Steven G. KornetzkeRobert W. Baird & Co. Incorporated
- Elizabeth A. KulhavyRobert W. Baird & Co. Incorporated
- Diane K. LightfieldRobert W. Baird & Co. Incorporated
- Ken R. PetterRobert W. Baird & Co. Incorporated
- David A. PurcellRobert W. Baird & Co. Incorporated
- Erica RennisonRobert W. Baird & Co. Incorporated
- Cory P. RognstadRobert W. Baird & Co. Incorporated · Certified Financial Planner
- David A. SavidesRobert W. Baird & Co. Incorporated
- Ryan SchmittRobert W. Baird & Co. Incorporated
- Ben M. SchoenebeckRobert W. Baird & Co. Incorporated
- Scott J. WillkommRobert W. Baird & Co. Incorporated
- Michael R. ZulegerRobert W. Baird & Co. Incorporated
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 Fox Valley, WI?
18 investment adviser representatives are registered at firm offices in Fox Valley, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Fox Valley?
Robert W. Baird & Co. Incorporated, with 18 registered advisors in Fox Valley.
How do I check a financial advisor in Fox Valley?
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.