Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Menomonee Falls, WI
Every SEC-registered investment adviser representative at a firm office in Menomonee Falls, with the firms that employ the most of them.
34 registered advisors work in Menomonee Falls; the most are at Harbour Investments, Inc. (6). 3 list the CFP designation and 25 are also registered broker representatives.
Firms with the most advisors in Menomonee Falls
Advisors in Menomonee Falls, A to Z
CFP advisors in Menomonee Falls →- Thomas BaginStrategic Advisers LLC
- Bryan R. BeckerRichardson Capital Management, LLC
- Adam J. BrophyPrincipal Securities, Inc.
- Daniel P. BrownRichardson Capital Management, LLC · Chartered Financial Analyst
- Suzanne M. CarneyEdward Jones
- Sameer ChowdhuryHarbour Investments, Inc.
- Nathan D. CorroyRichardson Capital Management, LLC · Certified Financial Planner
- Emerson P. DesjardinsHarbour Investments, Inc.
- Marc J. DionMorgan Dempsey Capital Management LLC · Chartered Financial Analyst
- Alyson DixEmpower Advisory Group, LLC
- Jeffrey T. EhrhardtStrategic Advisers LLC
- Scott FreezeEdward Jones
- Stuart L. FribergHarbour Investments, Inc.
- John C. FurrerLPL Financial LLC
- Ryan J. FurrerLPL Financial LLC
- Earl E. GaugerHarbour Investments, Inc. · Certified Financial Planner
- Patrick W. GradyHarbour Investments, Inc.
- Colette C. GregoryRobert W. Baird & Co. Incorporated
- Micah R. HoehnerHarbour Investments, Inc.
- Dave A. IsaacsonMorgan Dempsey Capital Management LLC
- Jennifer L. KohlsRichardson Capital Management, LLC
- David A. KroeningerLPL Financial LLC
- Benjamin J. MaasLPL Financial LLC
- Michael RichardsonRichardson Capital Management, LLC
- Steven RomagnaWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Nolan RuxThrivent Investment Management Inc.
- Paul SchuelkeAmeriprise Financial Services, LLC
- Adam J. StapletonEdward Jones
- Mark D. SteeleRichardson Capital Management, LLC
- Phillip J. StrosahlCetera Investment Advisers LLC
- William S. TaylorCreative Planning
- Benjamin TrevinoPrincipal Securities, Inc.
- Cory A. VerhaalenU.S. Bancorp Advisors, LLC
- Peter F. WagnerIndependent Advisor Alliance, LLC
Other cities in Wisconsin
All of Wisconsin →Milwaukee 1,040Madison 646Brookfield 476Green Bay 426Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118Eau Claire 107La Crosse 100West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53
Questions
How many financial advisors are in Menomonee Falls, WI?
34 investment adviser representatives are registered at firm offices in Menomonee Falls, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Menomonee Falls?
Harbour Investments, Inc., with 6 registered advisors in Menomonee Falls, followed by Richardson Capital Management, LLC with 6.
How do I check a financial advisor in Menomonee Falls?
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.