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Financial ADVSR advisor directory · SEC adviser records

Trustage Investment Management financial advisors in Madison, WI

Every SEC-registered investment adviser representative at a Trustage Investment Management office in Madison, A to Z.

The short answer

12 registered advisors work at Trustage Investment Management in Madison, out of 16 at the firm nationwide; it ranks number 17 in the city by advisors. 1 list the CFP designation and 12 are also registered broker representatives.

Trustage Investment Management advisors in Madison, A to Z

Every Trustage Investment Management advisor →

Trustage Investment Management advisors in every city and state →Trustage Investment Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Trustage Investment Management advisors in other cities

Allison, IA 1Charlottesville, VA 1Denver, IA 1Lansing, MI 1

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 Trustage Investment Management have in Madison?

12 investment adviser representatives are registered at Trustage Investment Management offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 1 list the CFP designation and 12 are also registered as broker representatives.

Is Trustage Investment Management one of the largest advisor employers in Madison?

Trustage Investment Management ranks number 17 in Madison by registered advisors; LPL Financial LLC has the most, with 55.

How do I check a Trustage Investment Management 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 Trustage Investment Management 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.