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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greenfield, WI

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

26 registered advisors work in Greenfield; the most are at Harbour Investments, Inc. (8). 0 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Greenfield

FirmAdvisors in Greenfield
Harbour Investments, Inc.8
Edward Jones news2
Osaic Wealth, Inc. news2
Summit Investment Management, Ltd.2
U.S. Bancorp Advisors, LLC2
Ameriprise Financial Services, LLC news1
Associated Investment Services, Inc.1
Brookwood Investment Group1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Intrua Financial1
LPL Financial LLC news1
Robert W. Baird & Co. Incorporated news1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1

Advisors in Greenfield, A to Z

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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 Greenfield, WI?

26 investment adviser representatives are registered at firm offices in Greenfield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Greenfield?

Harbour Investments, Inc., with 8 registered advisors in Greenfield, followed by Edward Jones with 2.

How do I check a financial advisor in Greenfield?

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.