Financial ADVSR advisor directory · SEC adviser records
Wealthspire Advisors financial advisors in Milwaukee, WI
Every SEC-registered investment adviser representative at a Wealthspire Advisors office in Milwaukee, A to Z.
The short answer
7 registered advisors work at Wealthspire Advisors in Milwaukee, out of 229 at the firm nationwide; it ranks number 23 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Wealthspire Advisors advisors in Milwaukee, A to Z
Every Wealthspire Advisors advisor →- Laura S. BarryCertified Financial Planner
- Ella B. DuelInvestment adviser rep
- Bruce R. LaningChartered Financial Analyst
- Madelyn OemigInvestment adviser rep
- Elizabeth SummersInvestment adviser rep
- Michael J. TylerCertified Financial Planner
- Karyn I. TylickiCertified Financial Planner
Wealthspire Advisors advisors in every city and state →Wealthspire Advisors: assets, clients and custodians →Wealthspire news and advisor moves →Wealthspire Advisors payout grid vs. other firms →Advisor Moves: who changed firms this week →
Wealthspire Advisors advisors in other cities
New York, NY 60Potomac, MD 24Melville, NY 19San Rafael, CA 16Reston, VA 13Madison, WI 11Fulton, MD 10Delafield, WI 7Boca Raton, FL 6West Hartford, CT 6Salisbury, MD 5Seattle, WA 5Beachwood, OH 4Chicago, IL 4San Francisco, CA 4
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 Wealthspire Advisors have in Milwaukee?
7 investment adviser representatives are registered at Wealthspire Advisors offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 229 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthspire Advisors one of the largest advisor employers in Milwaukee?
Wealthspire Advisors ranks number 23 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 369.
How do I check a Wealthspire Advisors 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 Wealthspire Advisors 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.