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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Hales Corners, WI

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

17 registered advisors work in Hales Corners; the most are at LPL Enterprise, LLC (5). 1 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Hales Corners

FirmAdvisors in Hales Corners
LPL Enterprise, LLC news5
Cetera Investment Advisers LLC news2
Edward Jones news2
Creative Planning news1
LPL Financial LLC news1
Lawton Retirement Plan Consultants, LLC1
Osaic Wealth, Inc. news1
Robert W. Baird & Co. Incorporated news1
Sequent Planning, LLC1
State Farm Investment Management Corp.1
Strategic Advisers LLC1

Advisors in Hales Corners, A to Z

CFP advisors in Hales Corners →

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 Hales Corners, WI?

17 investment adviser representatives are registered at firm offices in Hales Corners, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Hales Corners?

LPL Enterprise, LLC, with 5 registered advisors in Hales Corners, followed by Cetera Investment Advisers LLC with 2.

How do I check a financial advisor in Hales Corners?

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.