Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wisconsin Rapids, WI
Every SEC-registered investment adviser representative at a firm office in Wisconsin Rapids, with the firms that employ the most of them.
19 registered advisors work in Wisconsin Rapids; the most are at Ameriprise Financial Services, LLC (8). 2 list the CFP designation and 17 are also registered broker representatives.
Firms with the most advisors in Wisconsin Rapids
| Firm | Advisors in Wisconsin Rapids |
|---|---|
| Ameriprise Financial Services, LLC news | 8 |
| Edward Jones news | 5 |
| Buena Vista Investment Management LLC | 1 |
| Harbour Investments, Inc. | 1 |
| Pfs Investments Inc. | 1 |
| Raymond James Financial Services Advisors, Inc. news | 1 |
| Sullivan Investment Management LLC | 1 |
| Thrivent Investment Management Inc. | 1 |
Advisors in Wisconsin Rapids, A to Z
CFP advisors in Wisconsin Rapids →- Joseph ArnoldEdward Jones
- Logan A. BoettcherAmeriprise Financial Services, LLC
- Matthew M. CasperThrivent Investment Management Inc.
- Mathew S. ColemerAmeriprise Financial Services, LLC
- Todd M. CourBuena Vista Investment Management LLC
- August D. FuitenAmeriprise Financial Services, LLC
- Kathryn L. JacobsAmeriprise Financial Services, LLC
- Teri J. JaegerEdward Jones
- Michelle A. KeyzerRaymond James Financial Services Advisors, Inc.
- Clayton L. KnokeEdward Jones · Certified Financial Planner
- Jason R. KraemerAmeriprise Financial Services, LLC · Certified Financial Planner
- Skye E. ManningEdward Jones · Chartered Financial Consultant
- Beth A. McKinneyPfs Investments Inc.
- Scott S. PaterickHarbour Investments, Inc.
- Suzanne M. PilgerAmeriprise Financial Services, LLC
- Kimberly RockAmeriprise Financial Services, LLC
- Joel E. SullivanSullivan Investment Management LLC
- Tyler J. ThormannAmeriprise Financial Services, LLC
- Sharon E. ZemanEdward Jones
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 Wisconsin Rapids, WI?
19 investment adviser representatives are registered at firm offices in Wisconsin Rapids, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Wisconsin Rapids?
Ameriprise Financial Services, LLC, with 8 registered advisors in Wisconsin Rapids, followed by Edward Jones with 5.
How do I check a financial advisor in Wisconsin Rapids?
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.