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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sturgeon Bay, WI

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

23 registered advisors work in Sturgeon Bay; the most are at RBC Capital Markets, LLC (5). 3 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Sturgeon Bay

FirmAdvisors in Sturgeon Bay
RBC Capital Markets, LLC news5
Edward Jones news3
State Farm Investment Management Corp.3
Robert W. Baird & Co. Incorporated news2
Thrivent Investment Management Inc.2
Benjamin F. Edwards & Company, Inc.1
Eagle Strategies LLC1
LPL Financial LLC news1
Nicolet Wealth Management1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
U.S. Bancorp Advisors, LLC1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in Sturgeon Bay, A to Z

CFP advisors in Sturgeon Bay →

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 Sturgeon Bay, WI?

23 investment adviser representatives are registered at firm offices in Sturgeon Bay, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Sturgeon Bay?

RBC Capital Markets, LLC, with 5 registered advisors in Sturgeon Bay, followed by Edward Jones with 3.

How do I check a financial advisor in Sturgeon Bay?

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.