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Financial ADVSR advisor directory · SEC adviser records

Oasis Advisors financial advisors in Wausau, WI

Every SEC-registered investment adviser representative at a Oasis Advisors office in Wausau, A to Z.

3 registered advisors work at Oasis Advisors in Wausau, out of 18 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Oasis Advisors advisors in Wausau, A to Z

Every Oasis Advisors advisor →

Oasis Advisors advisors in every city and state →Oasis Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Oasis Advisors advisors in other cities

Forest City, IA 12Athens, TX 1Columbia, MO 1Lynchburg, VA 1

Other firms in Wausau

All Wausau advisors →

LPL Financial LLC 11Midwest Professional Planners, Ltd. 11Packerland Brokerage Services, Inc. 11Edward Jones 9Robert W. Baird & Co. Incorporated 8Buska Wealth Management, LLC 6Focus Financial 6Thrivent Investment Management Inc. 6Ameriprise Financial Services, LLC 5Stifel, Nicolaus & Company, Incorporated 5Cambridge Investment Research Advisors, Inc. 4Equitable Advisors, LLC 4

Questions

How many financial advisors does Oasis Advisors have in Wausau?

3 investment adviser representatives are registered at Oasis Advisors offices in Wausau, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 18 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Oasis Advisors one of the largest advisor employers in Wausau?

Oasis Advisors ranks number 16 in Wausau by registered advisors; LPL Financial LLC has the most, with 11.

How do I check a Oasis Advisors advisor in Wausau?

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 Oasis Advisors 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.