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Financial ADVSR advisor directory · SEC adviser records

Lsia financial advisors in Milwaukee, WI

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

3 registered advisors work at Lsia in Milwaukee, out of 4 at the firm nationwide; it ranks number 52 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lsia advisors in Milwaukee, A to Z

Every Lsia advisor →

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

Lsia advisors in other cities

Bloomfield Hills, MI 1

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 Lsia have in Milwaukee?

3 investment adviser representatives are registered at Lsia offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Lsia one of the largest advisor employers in Milwaukee?

Lsia ranks number 52 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 369.

How do I check a Lsia 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 Lsia 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.