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Financial ADVSR advisor directory · SEC adviser records

Commonwealth Financial Network financial advisors in Waukesha, WI

Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Waukesha, A to Z.

The short answer

4 registered advisors work at Commonwealth Financial Network in Waukesha, out of 2,527 at the firm nationwide; it ranks number 23 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Commonwealth Financial Network advisors in Waukesha, A to Z

Every Commonwealth Financial Network advisor →

Commonwealth Financial Network advisors in every city and state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Commonwealth Financial Network payout grid vs. other firms →Advisor Moves: who changed firms this week →

Commonwealth Financial Network advisors in other cities

Waltham, MA 130San Diego, CA 62Glastonbury, CT 49Overland Park, KS 29Needham, MA 25New York, NY 22Worcester, MA 21Danvers, MA 19Rochester, NY 19Shelton, CT 17Dallas, TX 16Pittsford, NY 16Wilmington, NC 16Roanoke, VA 15Phoenix, AZ 14

Other firms in Waukesha

All Waukesha advisors →

Global View Capital Management LLC 60Morgan Stanley 45Robert W. Baird & Co. Incorporated 44Wells Fargo Clearing Services, LLC 21Ellenbecker Investment Group 20Raymond James & Associates, Inc. 18Edward Jones 15Drake & Associates, LLC 14Iag Wealth Partners, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Thrivent Investment Management Inc. 14Dana Investment Advisors Inc. 13

Questions

How many financial advisors does Commonwealth Financial Network have in Waukesha?

4 investment adviser representatives are registered at Commonwealth Financial Network offices in Waukesha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 2,527 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Commonwealth Financial Network one of the largest advisor employers in Waukesha?

Commonwealth Financial Network ranks number 23 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 60.

How do I check a Commonwealth Financial Network advisor in Waukesha?

Each advisor below links to a profile with their registrations, exams, designations 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 Commonwealth Financial Network office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.