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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Milwaukee, WI

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

1,040 registered advisors work in Milwaukee; the most are at Robert W. Baird & Co. Incorporated (369). 80 list the CFP designation and 820 are also registered broker representatives.

Firms with the most advisors in Milwaukee

FirmAdvisors in Milwaukee
Robert W. Baird & Co. Incorporated news369
Northwestern Mutual Investment Services, LLC109
Johnson Wealth Inc.37
Morgan Stanley news37
J.P. Morgan Securities LLC news33
Wells Fargo Clearing Services, LLC news31
RBC Capital Markets, LLC news28
Equitable Advisors, LLC news23
Osaic Wealth, Inc. news23
Russell Investments21
Landaas & Company18
Merrill Lynch, Pierce, Fenner & Smith Incorporated news17
Cetera Investment Advisers LLC news15
LPL Financial LLC news15
Oarsman Capital, Inc.14
Operose Advisors LLC13
National Investment Services Of America, LLC12
Heartland Advisors, Inc.11
U.S. Bancorp Advisors, LLC11
Strategic Advisers LLC9
Capital Investment Services Of America Inc.8
Heck Capital Advisors, LLC7
Wealthspire Advisors news7
Arcataur Capital Management LLC6
Curi Capital, LLC6

Advisors in Milwaukee, A to Z (first 300 of 1,040)

CFP advisors in Milwaukee →

Other cities in Wisconsin

All of Wisconsin →

Madison 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 53Fitchburg 50

Questions

How many financial advisors are in Milwaukee, WI?

1,040 investment adviser representatives are registered at firm offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 820 of them are also registered as broker representatives, and 80 list the CFP designation.

Which firm has the most financial advisors in Milwaukee?

Robert W. Baird & Co. Incorporated, with 369 registered advisors in Milwaukee, followed by Northwestern Mutual Investment Services, LLC with 109.

How do I check a financial advisor in Milwaukee?

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.