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🤫 Directory · consent-first

Near 53018. Delafield.

24 financial advisors & firms and 7 insurance agents verified near Delafield, WI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 53018

Pavlic Investment Advisors, INC.0 mi

RIA firm · Delafield, WI 53018 · Registered investment adviser · $109M AUM

CRD 111246 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Behl Wealth Management0 mi

RIA firm · Delafield, WI 53018 · Registered investment adviser · $48M AUM

CRD 300281 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Cushing Capital Partners, LLC0 mi

RIA firm · Delafield, WI 53018 · Registered investment adviser · $275M AUM

CRD 313497 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Iag Wealth Partners, LLC5.2 mi

RIA firm · Waukesha, WI 53188 · Registered investment adviser · $1.9B AUM

CRD 109721 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Provident Trust Company5.2 mi

RIA firm · Waukesha, WI 53188 · Registered investment adviser · $6.9B AUM

CRD 110118 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Capital Innovations, LLC5.2 mi

RIA firm · Waukesha, WI 53188 · Registered investment adviser · $807M AUM

CRD 145329 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fortress Planning Group5.2 mi

RIA firm · Pewaukee, WI 53188 · Registered investment adviser · $345M AUM

CRD 157900 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Global View Capital Management LLC5.2 mi

RIA firm · Waukesha, WI 53188 · Registered investment adviser · $775M AUM

CRD 158292 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ellenbecker Investment Group5.2 mi

RIA firm · Waukesha, WI 53188 · Registered investment adviser · $2.1B AUM

CRD 173851 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lasalle Investment Advisors, INC.6.6 mi

RIA firm · Pewaukee, WI 53072 · Registered investment adviser · $134M AUM

CRD 109303 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Shakespeare Wealth Management, LLC6.6 mi

RIA firm · Pewaukee, WI 53072 · Registered investment adviser · $642M AUM

CRD 111950 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fiduciaone6.6 mi

RIA firm · Pewaukee, WI 53072 · Registered investment adviser · $35M AUM

CRD 327737 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Paladin Partners7.2 mi

RIA firm · Hartland, WI 53029 · Registered investment adviser · $199M AUM

CRD 132024 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Aegis Wealth Advisors. LLC7.2 mi

RIA firm · Hartland, WI 53029 · Registered investment adviser · $28M AUM

CRD 136815 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Boardwalk Financial Strategies LLC7.2 mi

RIA firm · Hartland, WI 53029 · Registered investment adviser · $198M AUM

CRD 165048 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Hohensee Financial Services, INC.7.8 mi

RIA firm · Dousman, WI 53118 · Registered investment adviser · $19M AUM

CRD 113381 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Dana Investment Advisors INC9.6 mi

RIA firm · Waukesha, WI 53186 · Registered investment adviser · $6.1B AUM

CRD 105879 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Drake & Associates, LLC9.6 mi

RIA firm · Waukesha, WI 53186 · Registered investment adviser · $607M AUM

CRD 154854 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Morgan-aly Wealth Management, LLC9.6 mi

RIA firm · Waukesha, WI 53186 · Registered investment adviser · $105M AUM

CRD 328483 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bultman Investment Management, INC.12 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser · $52M AUM

CRD 106283 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vogel Consulting, LLC12 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser

CRD 114661 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Annex Wealth Management, LLC12 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser · $8.1B AUM

CRD 127987 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Francis LLC12 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser

CRD 130687 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Brook Capital12 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser · $283M AUM

CRD 130919 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Insurance

Insurance agents near 53018

Dave Kelley21 mi

Insurance · Allstate · Milwaukee, WI 53220 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Alex Ferreira22.9 mi

Insurance · Allstate · Milwaukee, WI 53215 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Andrew J. McCabe24.4 mi

Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Cyndy Johnson24.4 mi

Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Andrew Stark25 mi

Insurance · State Farm · Mequon, WI 53092 · Home, auto, life in Mequon

This is you? Claim itclaimable & removable by its owner
Joe Woelfle25 mi

Insurance · State Farm · Mequon, WI 53092 · Home, auto, life in Mequon

This is you? Claim itclaimable & removable by its owner
Allison Hejdak25 mi

Insurance · Allstate · Mequon, WI 53092 · Home, auto, life in Mequon

This is you? Claim itclaimable & removable by its owner
Explore

Nearby areas

Verified advisors and insurance agents in the places closest to Delafield, WI.

  • Waukesha, WI5 mi
  • Pewaukee, WI7 mi
  • Hartland, WI7 mi
  • Waukesha, WI10 mi
  • Brookfield, WI12 mi
  • Brookfield, WI15 mi
  • Elm Grove, WI15 mi
  • Milwaukee, WI18 mi
  • Milwaukee, WI19 mi
  • Mequon, WI25 mi

A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing — always confirm licensure directly with the regulator.

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