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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Onalaska, WI

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

50 registered advisors work in Onalaska; the most are at Edward Jones (9). 0 list the CFP designation and 41 are also registered broker representatives.

Firms with the most advisors in Onalaska

FirmAdvisors in Onalaska
Edward Jones news9
Northwestern Mutual Investment Services, LLC5
Osaic Wealth, Inc. news5
Robert W. Baird & Co. Incorporated news5
Fiduciary Financial Planning Network4
Equitable Advisors, LLC news3
Mercer Global Advisors Inc.3
Valmark Advisers, Inc.3
Cetera Investment Advisers LLC news2
Commonwealth Financial Network news2
Interactive Financial Advisors2
Ameriprise Financial Services, LLC news1
LPL Financial LLC news1
Orgel Wealth Management, LLC1
Royal Fund Management, LLC1
U.S. Bancorp Advisors, LLC1
Wealth Enhancement Advisory Services, LLC news1
Wealthplan Partners1
Wells Fargo Clearing Services, LLC news1

Advisors in Onalaska, 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 Onalaska, WI?

50 investment adviser representatives are registered at firm offices in Onalaska, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 41 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Onalaska?

Edward Jones, with 9 registered advisors in Onalaska, followed by Northwestern Mutual Investment Services, LLC with 5.

How do I check a financial advisor in Onalaska?

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.