Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Watertown, WI
Every SEC-registered investment adviser representative at a firm office in Watertown, with the firms that employ the most of them.
The short answer
20 registered advisors work in Watertown; the most are at Edward Jones (5). 6 list the CFP designation and 19 are also registered broker representatives.
Firms with the most advisors in Watertown
| Firm | Advisors in Watertown |
|---|---|
| Edward Jones news | 5 |
| Thrivent Investment Management Inc. | 4 |
| LPL Financial LLC news | 3 |
| Ameriprise Financial Services, LLC news | 2 |
| Commonwealth Financial Network news | 2 |
| Osaic Wealth, Inc. news | 2 |
| Entirement Financial Planning LLC | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Watertown, A to Z
CFP advisors in Watertown →- Ronald J. CounsellEdward Jones
- Brady R. EndlThrivent Investment Management Inc.
- Toniette A. FlintThrivent Investment Management Inc.
- James J. Gehring IIEdward Jones · Certified Financial Planner
- Richelle HoltzmanEdward Jones
- Benjamin M. HoppenrathAmeriprise Financial Services, LLC
- Brian D. KonzCommonwealth Financial Network
- Ryan D. KrauseLPL Financial LLC
- Christopher D. MallowThrivent Investment Management Inc.
- Patrick D. MeisterLPL Financial LLC
- William T. OswaldCommonwealth Financial Network · Certified Financial Planner
- Wendy N. PetersenEdward Jones
- Craig E. SchnuelleOsaic Wealth, Inc. · Certified Financial Planner
- Greg A. SchroederOsaic Wealth, Inc. · Certified Financial Planner
- Marie A. SchuettEntirement Financial Planning LLC · Certified Financial Planner
- Taylor D. SchultzState Farm Investment Management Corp.
- Briana R. SmithLPL Financial LLC
- Erin N. StaiThrivent Investment Management Inc.
- Christopher WarneckeEdward Jones
- Michael E. WilliamsAmeriprise Financial Services, LLC · Certified Financial Planner
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 Watertown, WI?
20 investment adviser representatives are registered at firm offices in Watertown, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Watertown?
Edward Jones, with 5 registered advisors in Watertown, followed by Thrivent Investment Management Inc. with 4.
How do I check a financial advisor in Watertown?
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.