Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Platteville, WI
Every SEC-registered investment adviser representative at a firm office in Platteville, with the firms that employ the most of them.
22 registered advisors work in Platteville; the most are at Rosemeyer Management Group (13). 5 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in Platteville
| Firm | Advisors in Platteville |
|---|---|
| Rosemeyer Management Group | 13 |
| Edward Jones news | 5 |
| Friday Financial | 1 |
| LPL Financial LLC news | 1 |
| Morgan Stanley news | 1 |
| Thrivent Investment Management Inc. | 1 |
Advisors in Platteville, A to Z
CFP advisors in Platteville →- Kaley E. BockhopRosemeyer Management Group
- John P. DrefcinskiRosemeyer Management Group
- Brooklyn L. FlanaganRosemeyer Management Group
- Joseph J. GustafsonThrivent Investment Management Inc.
- Tyler J. KennickerLPL Financial LLC
- Carter M. KlaasRosemeyer Management Group
- Clare A. ManningRosemeyer Management Group
- Jake A. MillerRosemeyer Management Group
- Bradley J. MootzEdward Jones · Certified Financial Planner
- Frank J. OrtizRosemeyer Management Group
- Vicki S. PfalzgrafEdward Jones
- Jacob RamosEdward Jones
- Dylan A. RasmasonRosemeyer Management Group
- Alaina S. ReevesEdward Jones · Certified Financial Planner
- Alyson E. ReevesMorgan Stanley · Certified Financial Planner
- Benjamin D. ReevesEdward Jones · Certified Financial Planner
- Jacob E. RosemeyerRosemeyer Management Group
- Joseph W. SchultzRosemeyer Management Group
- Regan M. ShippRosemeyer Management Group
- Payton P. SimonRosemeyer Management Group
- Michelle L. Thomson-HenryFriday Financial · Personal Financial Specialist
- Andrew T. TranelRosemeyer Management Group · Certified Financial Planner
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 Platteville, WI?
22 investment adviser representatives are registered at firm offices in Platteville, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Platteville?
Rosemeyer Management Group, with 13 registered advisors in Platteville, followed by Edward Jones with 5.
How do I check a financial advisor in Platteville?
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.