Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Minocqua, WI
Every SEC-registered investment adviser representative at a firm office in Minocqua, with the firms that employ the most of them.
23 registered advisors work in Minocqua; the most are at RBC Capital Markets, LLC (7). 1 list the CFP designation and 22 are also registered broker representatives.
Firms with the most advisors in Minocqua
| Firm | Advisors in Minocqua |
|---|---|
| RBC Capital Markets, LLC news | 7 |
| Morgan Stanley news | 6 |
| Ameriprise Financial Services, LLC news | 3 |
| Edward Jones news | 2 |
| Associated Investment Services, Inc. | 1 |
| Omelina Group Wealth Management Inc. | 1 |
| Osaic Wealth, Inc. news | 1 |
| Principal Securities, Inc. | 1 |
| U.S. Bancorp Advisors, LLC | 1 |
Advisors in Minocqua, A to Z
CFP advisors in Minocqua →- Jeffrey S. BoehmAmeriprise Financial Services, LLC
- Laura L. BorskiMorgan Stanley
- Richard E. BrostowitzRBC Capital Markets, LLC · Certified Financial Planner
- Daily K. EricksonAssociated Investment Services, Inc.
- George J. FollstadPrincipal Securities, Inc.
- Mark J. FridayMorgan Stanley
- John G. HilbertRBC Capital Markets, LLC
- Alise M. JablonskyAmeriprise Financial Services, LLC
- Matthew C. KluetzMorgan Stanley
- Susan F. KnapsteinRBC Capital Markets, LLC
- Amanda KruegerRBC Capital Markets, LLC
- Garrett S. MannEdward Jones
- Meghan M. McFarland AndersonAmeriprise Financial Services, LLC
- Clara M. MetzMorgan Stanley
- George E. MillerOsaic Wealth, Inc.
- Aaron M. MuzzyU.S. Bancorp Advisors, LLC
- Brian K. NerdahlEdward Jones
- Robert S. Omelina Jr.Omelina Group Wealth Management Inc.
- Lovell L. Roe IIIMorgan Stanley
- Carmen S. StrasburgMorgan Stanley
- Christine M. UlliusRBC Capital Markets, LLC
- Kurt D. VeldhuizenRBC Capital Markets, LLC
- Frederick G. WotrubaRBC Capital Markets, LLC
Other cities in Wisconsin
All of Wisconsin →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 Minocqua, WI?
23 investment adviser representatives are registered at firm offices in Minocqua, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Minocqua?
RBC Capital Markets, LLC, with 7 registered advisors in Minocqua, followed by Morgan Stanley with 6.
How do I check a financial advisor in Minocqua?
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.