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Financial ADVSR advisor directory · SEC adviser records

Isthmus Partners, LLC financial advisors in Madison, WI

Every SEC-registered investment adviser representative at a Isthmus Partners, LLC office in Madison, A to Z.

The short answer

9 registered advisors work at Isthmus Partners, LLC in Madison, out of 9 at the firm nationwide; it ranks number 23 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Isthmus Partners, LLC advisors in Madison, A to Z

Every Isthmus Partners, LLC advisor →

Isthmus Partners, LLC advisors in every city and state →Isthmus Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Madison

All Madison advisors →

LPL Financial LLC 55Ameriprise Financial Services, LLC 38UBS Financial Services Inc. 28Edward Jones 25Pfs Investments Inc. 23Madison Partners 18Osaic Wealth, Inc. 18Harbour Investments, Inc. 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Thrivent Investment Management Inc. 17Cetera Investment Advisers LLC 16Madison Investment Advisors, LLC 14

Questions

How many financial advisors does Isthmus Partners, LLC have in Madison?

9 investment adviser representatives are registered at Isthmus Partners, LLC offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Isthmus Partners, LLC one of the largest advisor employers in Madison?

Isthmus Partners, LLC ranks number 23 in Madison by registered advisors; LPL Financial LLC has the most, with 55.

How do I check a Isthmus Partners, LLC 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 Isthmus Partners, LLC 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.