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Financial ADVSR advisor directory · SEC adviser records

Mendota Financial Group, LLC financial advisors in Madison, WI

Every SEC-registered investment adviser representative at a Mendota Financial Group, LLC office in Madison, A to Z.

The short answer

6 registered advisors work at Mendota Financial Group, LLC in Madison, out of 6 at the firm nationwide; it ranks number 29 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Mendota Financial Group, LLC advisors in Madison, A to Z

Every Mendota Financial Group, LLC advisor →

Mendota Financial Group, LLC advisors in every city and state →Mendota Financial Group, 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 Mendota Financial Group, LLC have in Madison?

6 investment adviser representatives are registered at Mendota Financial Group, LLC offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Mendota Financial Group, LLC one of the largest advisor employers in Madison?

Mendota Financial Group, LLC ranks number 29 in Madison by registered advisors; LPL Financial LLC has the most, with 55.

How do I check a Mendota Financial Group, 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 Mendota Financial Group, 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.