Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Independent Financial Partners financial advisors in Waukesha, WI

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

The short answer

4 registered advisors work at Independent Financial Partners in Waukesha, out of 289 at the firm nationwide; it ranks number 24 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Independent Financial Partners advisors in Waukesha, A to Z

Every Independent Financial Partners advisor →

Independent Financial Partners advisors in every city and state →Independent Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Financial Partners advisors in other cities

Tampa, FL 95Jacksonville Beach, FL 6Edmond, OK 5San Antonio, TX 5Schaumburg, IL 5Clearwater, FL 4Hastings, NE 4Orlando, FL 4Woodstock, GA 4Cocoa Beach, FL 3Conshohocken, PA 3Crescent Springs, KY 3Denver, CO 3Fort Lauderdale, FL 3Louisville, KY 3

Other firms in Waukesha

All Waukesha advisors →

Global View Capital Management LLC 51Morgan Stanley 46Robert W. Baird & Co. Incorporated 38Ellenbecker Investment Group 20Wells Fargo Clearing Services, LLC 20Raymond James & Associates, Inc. 18Edward Jones 15Thrivent Investment Management Inc. 15Drake & Associates, LLC 14Iag Wealth Partners, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Dana Investment Advisors Inc. 13

Questions

How many financial advisors does Independent Financial Partners have in Waukesha?

4 investment adviser representatives are registered at Independent Financial Partners offices in Waukesha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 289 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Independent Financial Partners one of the largest advisor employers in Waukesha?

Independent Financial Partners ranks number 24 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 51.

How do I check a Independent Financial Partners 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 Independent Financial Partners 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.