Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Superior, WI
Every SEC-registered investment adviser representative at a firm office in Superior, with the firms that employ the most of them.
11 registered advisors work in Superior; the most are at LPL Financial LLC (3). 2 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in Superior
| Firm | Advisors in Superior |
|---|---|
| LPL Financial LLC news | 3 |
| Jmr Financial Group | 2 |
| Wells Fargo Advisors Financial Network, LLC news | 2 |
| Belpointe Asset Management LLC | 1 |
| Edward Jones news | 1 |
| LPL Enterprise, LLC news | 1 |
| On Investment Management Co. | 1 |
Advisors in Superior, A to Z
CFP advisors in Superior →- Anna M. DownsOn Investment Management Co. · Chartered Financial Consultant
- Dawkin A. ErcegLPL Enterprise, LLC
- Samantha J. KerstenLPL Financial LLC
- Brian K. KoskiJmr Financial Group
- Andrew J. LiebaertBelpointe Asset Management LLC · Certified Financial Planner
- Nathan A. MadillJmr Financial Group · Certified Financial Planner
- Wendy M. OtternessWells Fargo Advisors Financial Network, LLC
- Jacob PentzWells Fargo Advisors Financial Network, LLC
- Joshua M. RipleyLPL Financial LLC
- Jason W. RolfeEdward Jones
- Bradley T. WaznikLPL Financial LLC
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 Superior, WI?
11 investment adviser representatives are registered at firm offices in Superior, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Superior?
LPL Financial LLC, with 3 registered advisors in Superior, followed by Jmr Financial Group with 2.
How do I check a financial advisor in Superior?
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.