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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mineral Point, WI

Every SEC-registered investment adviser representative at a firm office in Mineral Point, with the firms that employ the most of them.

2 registered advisors work in Mineral Point; the most are at Bertram Financial Advisor Services (2). 0 list the CFP designation and 0 are also registered broker representatives.

Firms with the most advisors in Mineral Point

FirmAdvisors in Mineral Point
Bertram Financial Advisor Services2

Advisors in Mineral Point, A to Z

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Milwaukee 1,040Madison 646Brookfield 476Green Bay 426Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118Eau Claire 107La Crosse 100West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53

Questions

How many financial advisors are in Mineral Point, WI?

2 investment adviser representatives are registered at firm offices in Mineral Point, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Mineral Point?

Bertram Financial Advisor Services, with 2 registered advisors in Mineral Point.

How do I check a financial advisor in Mineral Point?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.