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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Glendale, WI

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

8 registered advisors work in Glendale; the most are at Allison & Company Financial Counselors, LLC (1). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Glendale

FirmAdvisors in Glendale
Allison & Company Financial Counselors, LLC1
Crawford Asset Management, LLC1
Erenda Capital1
MML Investors Services, LLC1
Skp Wealth1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1
Tucker Asset Management LLC1

Advisors in Glendale, A to Z

Search all of Wisconsin →

Other cities in Wisconsin

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Milwaukee 1,133Madison 682Brookfield 508Green Bay 459Waukesha 440Appleton 413Mequon 223Middleton 181Wauwatosa 124Wausau 118Eau Claire 116La Crosse 106West Bend 96Oshkosh 89Sheboygan 76De Pere 73Janesville 73Fond Du Lac 70Altoona 69Racine 66Neenah 65Pewaukee 58Verona 57Delafield 55

Questions

How many financial advisors are in Glendale, WI?

8 investment adviser representatives are registered at firm offices in Glendale, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Glendale?

Allison & Company Financial Counselors, LLC, with 1 registered advisors in Glendale, followed by Crawford Asset Management, LLC with 1.

How do I check a financial advisor in Glendale?

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.