Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lake Delton, WI
Every SEC-registered investment adviser representative at a firm office in Lake Delton, with the firms that employ the most of them.
The short answer
1 registered advisors work in Lake Delton; the most are at LPL Financial LLC (1). 0 list the CFP designation and 1 are also registered broker representatives.
Firms with the most advisors in Lake Delton
| Firm | Advisors in Lake Delton |
|---|---|
| LPL Financial LLC news | 1 |
Advisors in Lake Delton, A to Z
Search all of Wisconsin →- Slavimira K. BjelichLPL Financial 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 Lake Delton, WI?
1 investment adviser representatives are registered at firm offices in Lake Delton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Lake Delton?
LPL Financial LLC, with 1 registered advisors in Lake Delton.
How do I check a financial advisor in Lake Delton?
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.