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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shorewood, WI

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

The short answer

10 registered advisors work in Shorewood; the most are at Edward Jones (3). 3 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in Shorewood

FirmAdvisors in Shorewood
Edward Jones news3
Creative Planning news2
Tower View Wealth Management LLC2
Allstate Financial Advisors, LLC1
Cetera Investment Advisers LLC news1
J.P. Morgan Securities LLC news1

Advisors in Shorewood, A to Z

CFP advisors in Shorewood →

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 Shorewood, WI?

10 investment adviser representatives are registered at firm offices in Shorewood, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Shorewood?

Edward Jones, with 3 registered advisors in Shorewood, followed by Creative Planning with 2.

How do I check a financial advisor in Shorewood?

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.