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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Neenah, WI

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

67 registered advisors work in Neenah; the most are at Schaper Benz & Wise Investment Counsel Inc. (13). 8 list the CFP designation and 38 are also registered broker representatives.

Firms with the most advisors in Neenah

FirmAdvisors in Neenah
Schaper Benz & Wise Investment Counsel Inc.13
North Star Asset Management Inc.9
Ameriprise Financial Services, LLC news7
Edward Jones news7
LPL Financial LLC news6
Brookstone Wealth Advisors, LLC3
Harbour Investments, Inc.3
Principal Securities, Inc.3
Cambridge Investment Research Advisors, Inc. news2
MML Investors Services, LLC2
State Farm Investment Management Corp.2
Thrivent Investment Management Inc.2
Associated Investment Services, Inc.1
Cetera Planning Partners news1
Ipi Wealth Management, Inc.1
Iron Horse Asset Management LLC1
Kellogg Asset Management, LLC1
North Shore Investment Advisors, LLC1
Strategic Advisers LLC1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Neenah, A to Z

CFP advisors in Neenah →

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 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53Fitchburg 50

Questions

How many financial advisors are in Neenah, WI?

67 investment adviser representatives are registered at firm offices in Neenah, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 38 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Neenah?

Schaper Benz & Wise Investment Counsel Inc., with 13 registered advisors in Neenah, followed by North Star Asset Management Inc. with 9.

How do I check a financial advisor in Neenah?

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.