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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Stevens Point, WI

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

49 registered advisors work in Stevens Point; the most are at Ameriprise Financial Services, LLC (9). 0 list the CFP designation and 38 are also registered broker representatives.

Firms with the most advisors in Stevens Point

FirmAdvisors in Stevens Point
Ameriprise Financial Services, LLC news9
Evexia Wealth, LLC7
Edward Jones news6
LPL Financial LLC news5
Osaic Wealth, Inc. news3
Principal Securities, Inc.3
Thrivent Investment Management Inc.3
Equitable Advisors, LLC news2
Harbour Investments, Inc.2
State Farm Investment Management Corp.2
Summit Financial, LLC2
Associated Investment Services, Inc.1
Benchmark Capital Group Ltd.1
Brookstone Wealth Advisors, LLC1
Cliftonlarsonallen Wealth Advisors, LLC1
Strategic Advisers LLC1

Advisors in Stevens Point, 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 Stevens Point, WI?

49 investment adviser representatives are registered at firm offices in Stevens Point, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 38 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Stevens Point?

Ameriprise Financial Services, LLC, with 9 registered advisors in Stevens Point, followed by Evexia Wealth, LLC with 7.

How do I check a financial advisor in Stevens Point?

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.