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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Middleton, WI

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

The short answer

4 registered advisors work at Merit Financial Advisors in Middleton, out of 251 at the firm nationwide; it ranks number 14 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Merit Financial Advisors advisors in Middleton, A to Z

Every Merit Financial Advisors advisor →

Merit Financial Advisors advisors in every city and state →Merit Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Merit Financial Advisors advisors in other cities

Alpharetta, GA 121Sheboygan Falls, WI 8Chicago, IL 7Madison, WI 6Pocatello, ID 6Mechanicsburg, PA 5Orchard Park, NY 5Boca Raton, FL 4Issaquah, WA 4Rockville, MD 4American Fork, UT 3Raleigh, NC 3Southlake, TX 3Spokane, WA 3Westfield, NJ 3

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 8LPL Financial LLC 8Harbour Investments, Inc. 6Northwestern Mutual Investment Services, LLC 6Sentinel Advisory Group, LLC 6Edward Jones 5Milestone Investment Advisors, LLC 5

Questions

How many financial advisors does Merit Financial Advisors have in Middleton?

4 investment adviser representatives are registered at Merit Financial Advisors offices in Middleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 251 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Merit Financial Advisors one of the largest advisor employers in Middleton?

Merit Financial Advisors ranks number 14 in Middleton by registered advisors; Morgan Stanley has the most, with 30.

How do I check a Merit Financial Advisors 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 Merit Financial Advisors 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.