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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Verona, WI

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

53 registered advisors work in Verona; the most are at Walkner Condon Financial Advisors LLC (12). 12 list the CFP designation and 37 are also registered broker representatives.

Firms with the most advisors in Verona

FirmAdvisors in Verona
Walkner Condon Financial Advisors LLC12
Lincoln Investment5
Edward Jones news4
LPL Financial LLC news4
Osaic Wealth, Inc. news4
Capital Analysts3
Cetera Investment Advisers LLC news3
Thrivent Investment Management Inc.3
Commonwealth Financial Network news2
Strategic Advisers LLC2
Ameriprise Financial Services, LLC news1
Cambridge Investment Research Advisors, Inc. news1
Fiscal Fitness, LLC1
Harbour Investments, Inc.1
Kardinal Financial1
Keating Financial Advisory Services1
Northwestern Mutual Investment Services, LLC1
Park Avenue Securities LLC1
Poehling Capital Management, Inc.1
Principal Securities, Inc.1
Robert W. Baird & Co. Incorporated news1
State Farm Investment Management Corp.1
U.S. Bancorp Advisors, LLC1

Advisors in Verona, A to Z

CFP advisors in Verona →

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 55Fitchburg 50

Questions

How many financial advisors are in Verona, WI?

53 investment adviser representatives are registered at firm offices in Verona, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 37 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Verona?

Walkner Condon Financial Advisors LLC, with 12 registered advisors in Verona, followed by Lincoln Investment with 5.

How do I check a financial advisor in Verona?

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.