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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Whitefish Bay, WI

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

17 registered advisors work in Whitefish Bay; the most are at Northwestern Mutual Investment Services, LLC (5). 2 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Whitefish Bay

FirmAdvisors in Whitefish Bay
Northwestern Mutual Investment Services, LLC5
Annex Wealth Management, LLC2
Edward Jones news2
Cedar Road Capital LLC1
Clarke Financial Counsel, LLC1
Empower Advisory Group, LLC1
LPL Financial LLC news1
Merit Financial Advisors1
Osaic Wealth, Inc. news1
Strategic Advisers LLC1
Transamerica Retirement Advisors, LLC1

Advisors in Whitefish Bay, A to Z

CFP advisors in Whitefish Bay →

Other cities in Wisconsin

All of Wisconsin →

Milwaukee 1,040Madison 646Brookfield 476Green Bay 426Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118Eau Claire 107La Crosse 100West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53

Questions

How many financial advisors are in Whitefish Bay, WI?

17 investment adviser representatives are registered at firm offices in Whitefish Bay, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Whitefish Bay?

Northwestern Mutual Investment Services, LLC, with 5 registered advisors in Whitefish Bay, followed by Annex Wealth Management, LLC with 2.

How do I check a financial advisor in Whitefish Bay?

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.