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Financial ADVSR advisor directory · SEC adviser records

Klcm Advisors, Inc. financial advisors in Milwaukee, WI

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

The short answer

5 registered advisors work at Klcm Advisors, Inc. in Milwaukee, out of 5 at the firm nationwide; it ranks number 31 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Klcm Advisors, Inc. advisors in Milwaukee, A to Z

Every Klcm Advisors, Inc. advisor →

Klcm Advisors, Inc. advisors in every city and state →Klcm 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 369Northwestern Mutual Investment Services, LLC 109Johnson Wealth Inc. 37Morgan Stanley 37J.P. Morgan Securities LLC 33Wells Fargo Clearing Services, LLC 31RBC Capital Markets, LLC 28Equitable Advisors, LLC 23Osaic Wealth, Inc. 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17

Questions

How many financial advisors does Klcm Advisors, Inc. have in Milwaukee?

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

Is Klcm Advisors, Inc. one of the largest advisor employers in Milwaukee?

Klcm Advisors, Inc. ranks number 31 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 369.

How do I check a Klcm 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 Klcm 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.