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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Kenosha, WI

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

55 registered advisors work in Kenosha; the most are at Edward Jones (6). 5 list the CFP designation and 44 are also registered broker representatives.

Firms with the most advisors in Kenosha

FirmAdvisors in Kenosha
Edward Jones news6
Coordinated Capital Securities, Inc.5
LPL Financial LLC news5
Thrivent Investment Management Inc.5
J.P. Morgan Securities LLC news4
Ameriprise Financial Services, LLC news3
Jordan Financial Life Planning3
State Farm Investment Management Corp.3
Osaic Wealth, Inc. news2
Portfolio Medics, LLC2
Prophet Wealth Management2
U.S. Bancorp Advisors, LLC2
Wells Fargo Advisors Financial Network, LLC news2
Allspring Funds Management, LLC1
Centaurus Financial, Inc.1
Cetera Investment Advisers LLC news1
Equitable Advisors, LLC news1
Harbour Investments, Inc.1
Johnson Wealth Inc.1
Life's Sanctuary Financial Planning, LLC1
Raymond James & Associates, Inc. news1
Rwh Asset Management1
Summit Financial, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Kenosha, A to Z

CFP advisors in Kenosha →

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 60Oconomowoc 55Verona 53Fitchburg 50

Questions

How many financial advisors are in Kenosha, WI?

55 investment adviser representatives are registered at firm offices in Kenosha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 44 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Kenosha?

Edward Jones, with 6 registered advisors in Kenosha, followed by Coordinated Capital Securities, Inc. with 5.

How do I check a financial advisor in Kenosha?

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.