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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Union Grove, WI

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

The short answer

7 registered advisors work in Union Grove; the most are at Edward Jones (3). 1 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Union Grove

FirmAdvisors in Union Grove
Edward Jones news3
LPL Financial LLC news3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1

Advisors in Union Grove, A to Z

CFP advisors in Union Grove →

Other cities in Wisconsin

All of Wisconsin →

Milwaukee 1,060Madison 637Brookfield 480Green Bay 430Waukesha 410Appleton 392Mequon 210Middleton 170Wauwatosa 116Wausau 112Eau Claire 111La Crosse 101West Bend 91Oshkosh 86De Pere 73Janesville 71Sheboygan 71Altoona 67Fond Du Lac 66Neenah 63Racine 62Fitchburg 53Kenosha 53Verona 52

Questions

How many financial advisors are in Union Grove, WI?

7 investment adviser representatives are registered at firm offices in Union Grove, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Union Grove?

Edward Jones, with 3 registered advisors in Union Grove, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Union Grove?

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.