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Financial ADVSR advisor directory · SEC adviser records

LPL Financial LLC financial advisors in Middleton, WI

Every SEC-registered investment adviser representative at a LPL Financial LLC office in Middleton, A to Z.

The short answer

8 registered advisors work at LPL Financial LLC in Middleton, out of 21,098 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 8 are also registered broker representatives.

LPL Financial LLC advisors in Middleton, A to Z

Every LPL Financial LLC advisor →

LPL Financial LLC advisors in every city and state →LPL Financial LLC: assets, clients and custodians →LPL Financial news and advisor moves →LPL Financial LLC payout grid vs. other firms →Advisor Moves: who changed firms this week →

LPL Financial LLC advisors in other cities

San Diego, CA 742Fort Mill, SC 417Houston, TX 128Austin, TX 117Scottsdale, AZ 109Charlotte, NC 107Chicago, IL 104Las Vegas, NV 96Tampa, FL 87Fresno, CA 80Honolulu, HI 76San Antonio, TX 75Seattle, WA 74Dallas, TX 73Atlanta, GA 67

Other firms in Middleton

All Middleton advisors →

Morgan Stanley 30Ameriprise Financial Services, LLC 18Savant Wealth Management 14Strategic Advisers LLC 13Jacobson & Schmitt Advisors, LLC 10Canopy Wealth Management 8Harbour Investments, Inc. 6Northwestern Mutual Investment Services, LLC 6Sentinel Advisory Group, LLC 6Edward Jones 5Milestone Investment Advisors, LLC 5Googins Advisors, Inc. 4

Questions

How many financial advisors does LPL Financial LLC have in Middleton?

8 investment adviser representatives are registered at LPL Financial LLC offices in Middleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 21,098 nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

Is LPL Financial LLC one of the largest advisor employers in Middleton?

LPL Financial LLC ranks number 7 in Middleton by registered advisors; Morgan Stanley has the most, with 30.

How do I check a LPL Financial LLC advisor in Middleton?

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 LPL Financial 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.