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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West End, WI

Every SEC-registered investment adviser representative at a firm office in West End, with the firms that employ the most of them.

The short answer

1 registered advisors work in West End; the most are at Arkadios Wealth Advisors (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in West End

FirmAdvisors in West End
Arkadios Wealth Advisors1

Advisors in West End, A to Z

Search all of Wisconsin →
  • Gregg S. LentzArkadios Wealth Advisors · Chartered Financial Consultant

Other cities in Wisconsin

All of Wisconsin →

Milwaukee 1,060Madison 637Brookfield 480Green Bay 430Waukesha 410Appleton 392Mequon 210Middleton 170Wauwatosa 116Wausau 112Eau Claire 111La Crosse 101West Bend 91Oshkosh 86De Pere 73Janesville 71Sheboygan 71Altoona 67Fond Du Lac 66Neenah 63Racine 62Fitchburg 53Kenosha 53Verona 52

Questions

How many financial advisors are in West End, WI?

1 investment adviser representatives are registered at firm offices in West End, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in West End?

Arkadios Wealth Advisors, with 1 registered advisors in West End.

How do I check a financial advisor in West End?

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.