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Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Milwaukee, WI

Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Milwaukee, A to Z.

The short answer

5 registered advisors work at Eagle Strategies LLC in Milwaukee, out of 2,273 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Eagle Strategies LLC advisors in Milwaukee, A to Z

Every Eagle Strategies LLC advisor →

Eagle Strategies LLC advisors in every city and state →Eagle Strategies LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Eagle Strategies LLC advisors in other cities

New York, NY 121Waltham, MA 65Dallas, TX 32Melville, NY 29White Plains, NY 27Frisco, TX 26Houston, TX 25Austin, TX 24Glendale, CA 22Vienna, VA 22Charlotte, NC 21Denver, CO 21San Antonio, TX 19Edison, NJ 18Saddle Brook, NJ 18

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 Eagle Strategies LLC have in Milwaukee?

5 investment adviser representatives are registered at Eagle Strategies LLC offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Eagle Strategies LLC one of the largest advisor employers in Milwaukee?

Eagle Strategies LLC ranks number 28 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 379.

How do I check a Eagle Strategies LLC 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 Eagle Strategies 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.