Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Grafton, WI
Every SEC-registered investment adviser representative at a firm office in Grafton, with the firms that employ the most of them.
20 registered advisors work in Grafton; the most are at Edward Jones (8). 4 list the CFP designation and 18 are also registered broker representatives.
Firms with the most advisors in Grafton
| Firm | Advisors in Grafton |
|---|---|
| Edward Jones news | 8 |
| LPL Financial LLC news | 3 |
| Principal Securities, Inc. | 3 |
| Equitable Advisors, LLC news | 1 |
| Fisher Investments news | 1 |
| Harbour Investments, Inc. | 1 |
| Money Concepts Capital Corp. | 1 |
| U.S. Bancorp Advisors, LLC | 1 |
| Vision Financial Services LLC | 1 |
Advisors in Grafton, A to Z
CFP advisors in Grafton →- Sean P. FaheyLPL Financial LLC
- Jerry J. FaustEdward Jones
- Donald E. FortneyMoney Concepts Capital Corp. · Chartered Financial Consultant
- Nicholaus GlockeFisher Investments
- Craig G. GonnVision Financial Services LLC
- Cailyn GreenbergEdward Jones
- Matthew M. HallEdward Jones
- Timothy J. HarrisonPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ryan T. HeidelPrincipal Securities, Inc.
- Peter P. KleinEdward Jones
- Michael T. LachanceEdward Jones · Certified Financial Planner
- Michael LefkoEdward Jones · Certified Financial Planner
- Daniel E. McKelveyLPL Financial LLC
- Gregory J. MichaelsEdward Jones
- David C. MillsLPL Financial LLC
- Thomas J. MultererEquitable Advisors, LLC
- Brian J. NelsonEdward Jones
- David A. PagelHarbour Investments, Inc. · Certified Financial Planner
- Benjamin J. TuescherPrincipal Securities, Inc.
- Craig R. ZimmermanU.S. Bancorp Advisors, 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 Grafton, WI?
20 investment adviser representatives are registered at firm offices in Grafton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Grafton?
Edward Jones, with 8 registered advisors in Grafton, followed by LPL Financial LLC with 3.
How do I check a financial advisor in Grafton?
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.