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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in La Crosse, WI

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

100 registered advisors work in La Crosse; the most are at Pfs Investments Inc. (20). 11 list the CFP designation and 87 are also registered broker representatives.

Firms with the most advisors in La Crosse

FirmAdvisors in La Crosse
Pfs Investments Inc.20
Edward Jones news14
Ameriprise Financial Services, LLC news12
Advisors Management Group Inc.11
Stifel, Nicolaus & Company, Incorporated news10
Wells Fargo Clearing Services, LLC news7
Schamberger, Greylak & Utterback Wealth Management, LLC4
Harbour Investments, Inc.3
LPL Financial LLC news3
Mutual Of Omaha Investor Services, Inc.3
Northwestern Mutual Investment Services, LLC3
Osaic Wealth, Inc. news3
Cetera Investment Advisers LLC news2
Analytical Investment Services1
Coordinated Capital Securities, Inc.1
Poehling Capital Management, Inc.1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Thrivent Investment Management Inc.1

Advisors in La Crosse, A to Z

CFP advisors in La Crosse →

Other cities in Wisconsin

All of Wisconsin →

Milwaukee 1,040Madison 646Brookfield 476Green Bay 426Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118Eau Claire 107West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53Fitchburg 50

Questions

How many financial advisors are in La Crosse, WI?

100 investment adviser representatives are registered at firm offices in La Crosse, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 87 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in La Crosse?

Pfs Investments Inc., with 20 registered advisors in La Crosse, followed by Edward Jones with 14.

How do I check a financial advisor in La Crosse?

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.