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Financial ADVSR advisor directory · SEC adviser records

Kestra Advisory Services, LLC financial advisors in Waukesha, WI

Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Waukesha, A to Z.

The short answer

6 registered advisors work at Kestra Advisory Services, LLC in Waukesha, out of 1,312 at the firm nationwide; it ranks number 25 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Kestra Advisory Services, LLC advisors in Waukesha, A to Z

Every Kestra Advisory Services, LLC advisor →

Kestra Advisory Services, LLC advisors in every city and state →Kestra Advisory Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →

Kestra Advisory Services, LLC advisors in other cities

Austin, TX 417Port Jefferson, NY 14Fairfield, NJ 13Fort Worth, TX 12Pittsburgh, PA 11Denver, CO 10Freehold, NJ 10Tyler, TX 10Dallas, TX 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8Boca Raton, FL 8Encino, CA 8

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 Kestra Advisory Services, LLC have in Waukesha?

6 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Waukesha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 1,312 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Kestra Advisory Services, LLC one of the largest advisor employers in Waukesha?

Kestra Advisory Services, LLC ranks number 25 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 51.

How do I check a Kestra Advisory Services, LLC 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 Kestra Advisory Services, LLC 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.