Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Plover, WI
Every SEC-registered investment adviser representative at a firm office in Plover, with the firms that employ the most of them.
15 registered advisors work in Plover; the most are at Edward Jones (4). 3 list the CFP designation and 12 are also registered broker representatives.
Firms with the most advisors in Plover
Advisors in Plover, A to Z
CFP advisors in Plover →- Nate BurtmanJ.P. Morgan Securities LLC
- Matthew T. DanielsElite Wealth Management, Inc.
- Jeffrey J. HohnEdward Jones · Certified Financial Planner
- Victor R. KizewskiElite Wealth Management, Inc.
- Patrick L. MarcellElite Wealth Management, Inc.
- Nichole G. MatowitzEdward Jones · Certified Financial Planner
- Shanon G. MoonAmeriprise Financial Services, LLC
- Jacob RingwelskiAmeriprise Financial Services, LLC
- Walter J. RothRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Justin R. RussellJ.P. Morgan Securities LLC
- Alan W. SchroederAmeriprise Financial Services, LLC
- Alexander M. SteckerKerberrose Wealth Management, LLC
- Mouamong VangState Farm Investment Management Corp.
- Andrew J. WolfEdward Jones
- Jay A. WolfEdward Jones
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 Plover, WI?
15 investment adviser representatives are registered at firm offices in Plover, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Plover?
Edward Jones, with 4 registered advisors in Plover, followed by Ameriprise Financial Services, LLC with 3.
How do I check a financial advisor in Plover?
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.