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Financial ADVSR advisor directory · SEC adviser records

Osaic Wealth, Inc. financial advisors in Milwaukee, WI

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

The short answer

23 registered advisors work at Osaic Wealth, Inc. in Milwaukee, out of 7,287 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 23 are also registered broker representatives.

Osaic Wealth, Inc. advisors in Milwaukee, A to Z

Every Osaic Wealth, Inc. advisor →

Osaic Wealth, Inc. advisors in every city and state →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news and advisor moves →Advisor Moves: who changed firms this week →

Osaic Wealth, Inc. advisors in other cities

Scottsdale, AZ 291Maumee, OH 54Omaha, NE 53Raleigh, NC 51Houston, TX 47Melville, NY 46San Diego, CA 46Honolulu, HI 45Irvine, CA 45Southfield, MI 42Rochester, NY 40Lincoln, NE 38Overland Park, KS 38Wichita, KS 36Dallas, TX 33

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 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Cetera Investment Advisers LLC 15

Questions

How many financial advisors does Osaic Wealth, Inc. have in Milwaukee?

23 investment adviser representatives are registered at Osaic Wealth, Inc. offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7,287 nationwide. 0 list the CFP designation and 23 are also registered as broker representatives.

Is Osaic Wealth, Inc. one of the largest advisor employers in Milwaukee?

Osaic Wealth, Inc. ranks number 9 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 379.

How do I check a Osaic Wealth, 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 Osaic Wealth, 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.