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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oconomowoc, WI

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

55 registered advisors work in Oconomowoc; the most are at Robert W. Baird & Co. Incorporated (15). 0 list the CFP designation and 51 are also registered broker representatives.

Firms with the most advisors in Oconomowoc

FirmAdvisors in Oconomowoc
Robert W. Baird & Co. Incorporated news15
Packerland Brokerage Services, Inc.8
Thrivent Investment Management Inc.5
Ameriprise Financial Services, LLC news4
Belpointe Asset Management LLC3
Edward Jones news3
LPL Financial LLC news3
Osaic Wealth, Inc. news3
Hohensee Financial Services, Inc.2
Principal Securities, Inc.2
&Partners news1
J. W. Cole Advisors, Inc.1
J.P. Morgan Securities LLC news1
Lifemark Securities Corp.1
McAdam LLC1
Schwab Wealth Advisory, Inc. news1
State Farm Investment Management Corp.1

Advisors in Oconomowoc, A to Z

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Other cities in Wisconsin

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Milwaukee 1,133Madison 682Brookfield 508Green Bay 459Waukesha 440Appleton 413Mequon 223Middleton 181Wauwatosa 124Wausau 118Eau Claire 116La Crosse 106West Bend 96Oshkosh 89Sheboygan 76De Pere 73Janesville 73Fond Du Lac 70Altoona 69Racine 66Neenah 65Pewaukee 58Verona 57Delafield 55

Questions

How many financial advisors are in Oconomowoc, WI?

55 investment adviser representatives are registered at firm offices in Oconomowoc, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 51 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Oconomowoc?

Robert W. Baird & Co. Incorporated, with 15 registered advisors in Oconomowoc, followed by Packerland Brokerage Services, Inc. with 8.

How do I check a financial advisor in Oconomowoc?

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.