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Financial ADVSR advisor directory · SEC adviser records

Calculated Wealth financial advisors in Madison, WI

Every SEC-registered investment adviser representative at a Calculated Wealth office in Madison, A to Z.

2 registered advisors work at Calculated Wealth in Madison, out of 3 at the firm nationwide; it ranks number 52 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Calculated Wealth advisors in Madison, A to Z

Every Calculated Wealth advisor →

Calculated Wealth advisors in every city and state →Calculated Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Calculated Wealth advisors in other cities

Cincinnati, OH 1

Other firms in Madison

All Madison advisors →

LPL Financial LLC 60Ameriprise Financial Services, LLC 39UBS Financial Services Inc. 33Edward Jones 26Pfs Investments Inc. 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Harbour Investments, Inc. 20Madison Partners 19Osaic Wealth, Inc. 19Thrivent Investment Management Inc. 17Cetera Investment Advisers LLC 16Trustage Investment Management 16

Questions

How many financial advisors does Calculated Wealth have in Madison?

2 investment adviser representatives are registered at Calculated Wealth offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Calculated Wealth one of the largest advisor employers in Madison?

Calculated Wealth ranks number 52 in Madison by registered advisors; LPL Financial LLC has the most, with 60.

How do I check a Calculated Wealth advisor in Madison?

Each advisor below links to a profile with their registrations, exams, designations 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 Calculated Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.