Financial Advisors in Wisconsin
Browse verified, SEC-registered advisors, CFPĀ® professionals, and fiduciaries in Wisconsin. All data sourced from public regulatory databases.
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Advisors in Wisconsin
View all 7667+ āPAUL BROKENSHIRE
MML INVESTORS SERVICES, LLC
Wauwatosa, WI
Jeffrey Pfannerstill
THRIVENT INVESTMENT MANAGEMENT INC.
Waukesha, WI
John Broerman
AMERIPRISE FINANCIAL SERVICES, LLC
Kenosha, WI
Crystal Weatherall
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Milwaukee, WI
Jeremy Appleton
MORGAN STANLEY
Middleton, WI
Bryan Ratkowski
LPL FINANCIAL LLC
Brookfield, WI
Delores Adams
J.P. MORGAN SECURITIES LLC
Mequon, WI
Scott Racine
CETERA INVESTMENT ADVISERS LLC
Osceola, WI
Sandra Fletcher
MORGAN STANLEY
Green Bay, WI
Finding a Financial Advisor in Wisconsin
AdvisorFinders maintains a complete registry of financial advisors registered in Wisconsin, sourced directly from the SEC's Investment Adviser Registration Depository (IARD) and FINRA's BrokerCheck database. All listings are based on public regulatory data and updated regularly.
When choosing a financial advisor in Wisconsin, we recommend starting with advisors who hold fiduciary status, meaning they are legally required to act in your best interest. You can also filter by CFPĀ® certification, which indicates a rigorous financial planning credential.
Not sure where to start? Read our guide to fiduciary advisors or how to prepare for your first meeting.