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SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Holstein, WI

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

9 registered advisors work in New Holstein; the most are at Osaic Wealth, Inc. (4). 1 list the CFP designation and 9 are also registered broker representatives.

Firms with the most advisors in New Holstein

FirmAdvisors in New Holstein
Osaic Wealth, Inc. news4
Eagle Strategies LLC3
Edward Jones news2

Advisors in New Holstein, A to Z

CFP advisors in New Holstein →

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 New Holstein, WI?

9 investment adviser representatives are registered at firm offices in New Holstein, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 9 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in New Holstein?

Osaic Wealth, Inc., with 4 registered advisors in New Holstein, followed by Eagle Strategies LLC with 3.

How do I check a financial advisor in New Holstein?

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.