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Financial ADVSR advisor directory · SEC adviser records

Affiliated Financial Advisors Inc. financial advisors in Milwaukee, WI

Every SEC-registered investment adviser representative at a Affiliated Financial Advisors Inc. office in Milwaukee, A to Z.

The short answer

3 registered advisors work at Affiliated Financial Advisors Inc. in Milwaukee, out of 3 at the firm nationwide; it ranks number 44 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Affiliated Financial Advisors Inc. advisors in Milwaukee, A to Z

Every Affiliated Financial Advisors Inc. advisor →

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

Other firms in Milwaukee

All Milwaukee advisors →

Robert W. Baird & Co. Incorporated 379Northwestern Mutual Investment Services, LLC 112Morgan Stanley 38Johnson Wealth Inc. 37J.P. Morgan Securities LLC 34Wells Fargo Clearing Services, LLC 31RBC Capital Markets, LLC 30Equitable Advisors, LLC 23Osaic Wealth, Inc. 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17

Questions

How many financial advisors does Affiliated Financial Advisors Inc. have in Milwaukee?

3 investment adviser representatives are registered at Affiliated Financial Advisors Inc. offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Affiliated Financial Advisors Inc. one of the largest advisor employers in Milwaukee?

Affiliated Financial Advisors Inc. ranks number 44 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 379.

How do I check a Affiliated Financial Advisors Inc. advisor in Milwaukee?

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 Affiliated Financial Advisors Inc. 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.