Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Menasha, WI

Every SEC-registered investment adviser representative at a firm office in Menasha, with the firms that employ the most of them.

17 registered advisors work in Menasha; the most are at Thrivent Investment Management Inc. (4). 0 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Menasha

FirmAdvisors in Menasha
Thrivent Investment Management Inc.4
Eagle Strategies LLC2
LPL Financial LLC news2
Pfs Investments Inc.2
Appleton Investment Management Inc.1
Cetera Investment Advisers LLC news1
Edward Jones news1
Gateway Wealth Partners, LLC1
North Star Asset Management Inc.1
Principal Advised Services1
Raymond James & Associates, Inc. news1
Wiara Investment Management, LLC1

Advisors in Menasha, A to Z

Search all of Wisconsin →

Other cities in Wisconsin

All of Wisconsin →

Milwaukee 1,133Madison 682Brookfield 508Green Bay 459Waukesha 440Appleton 413Mequon 223Middleton 181Wauwatosa 124Wausau 118Eau Claire 116La Crosse 106West Bend 96Oshkosh 89Sheboygan 76De Pere 73Janesville 73Fond Du Lac 70Altoona 69Racine 66Neenah 65Pewaukee 58Verona 57Delafield 55

Questions

How many financial advisors are in Menasha, WI?

17 investment adviser representatives are registered at firm offices in Menasha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Menasha?

Thrivent Investment Management Inc., with 4 registered advisors in Menasha, followed by Eagle Strategies LLC with 2.

How do I check a financial advisor in Menasha?

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.