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🤫 Directory · consent-first

Near 53092. Mequon.

24 financial advisors & firms and 10 insurance agents verified near Mequon, WI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 53092

Reinhart Partners, LLC0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser · $2.5B AUM

CRD 106432 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Beadell A D Investment Counsel INC0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser · $250M AUM

CRD 106946 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Spectrum Investment Advisors, INC.0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser · $1.1B AUM

CRD 108669 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Christiansen Asset Management LLC0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser · $5M AUM

CRD 111280 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
the Milwaukee Company0 mi

RIA firm · Thiensville, WI 53092 · Registered investment adviser · $1.3B AUM

CRD 123452 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Denali Wealth Management, INC.0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser · $226M AUM

CRD 153323 · verify at the regulator

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

RIA firm · Thiensville, WI 53092 · Registered investment adviser · $452M AUM

CRD 158020 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Diversified Capital Wealth Management, LLC0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser · $22M AUM

CRD 168428 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Gentian Financial, INC.0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser

CRD 174216 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Summit Financial Management LLC0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser · $65M AUM

CRD 285353 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
the Kieckhefer Group0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser · $241M AUM

CRD 331128 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bruce Wood Capital, LLC0 mi

RIA firm · Mequon, WI 53092 · Registered investment adviser · $15M AUM

CRD 331360 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
The Water View Group2.2 mi

Advisor · Morgan Stanley · Mequon, WI · Wealth management, Mequon

This is you? Claim itclaimable & removable by its owner
Michael D. Thometz2.2 mi

Advisor · Morgan Stanley · Mequon, WI · Wealth management, Mequon

This is you? Claim itclaimable & removable by its owner
Steven J Indermuehle2.2 mi

Advisor · Morgan Stanley · Mequon, WI · Wealth management, Mequon

This is you? Claim itclaimable & removable by its owner
Jerry Gold2.2 mi

Advisor · Wells Fargo Advisors · Mequon, WI · Wealth management, Mequon

This is you? Claim itclaimable & removable by its owner
David A. Gwidt2.2 mi

Advisor · Wells Fargo Advisors · Mequon, WI · Wealth management, Mequon

This is you? Claim itclaimable & removable by its owner
Richmond Investment Services LLC3.5 mi

RIA firm · Mequon, WI 53097 · Registered investment adviser · $453M AUM

CRD 327451 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vincent Ferreira4.4 mi

Advisor · Edward Jones · Whitefish Bay, WI 53217 · Wealth management, Whitefish Bay

This is you? Claim itclaimable & removable by its owner
Phillip B Berge4.4 mi

Advisor · Edward Jones · Whitefish Bay, WI 53217 · Wealth management, Whitefish Bay

This is you? Claim itclaimable & removable by its owner
Korbitz Financial Planning LLC4.4 mi

RIA firm · Milwaukee, WI 53217 · Registered investment adviser

CRD 137361 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Coveredbridge4.4 mi

RIA firm · Milwaukee, WI 53217 · Registered investment adviser

CRD 304069 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Morgan Dempsey Capital Management LLC5.7 mi

RIA firm · Milwaukee, WI 53224 · Registered investment adviser · $252M AUM

CRD 106288 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pjs Investment Management8.1 mi

RIA firm · Cedarburg, WI 53012 · Registered investment adviser · $852M AUM

CRD 104701 · verify at the regulator

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

Insurance agents near 53092

Andrew Stark0 mi

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

This is you? Claim itclaimable & removable by its owner
Joe Woelfle0 mi

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

This is you? Claim itclaimable & removable by its owner
Allison Hejdak0 mi

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

This is you? Claim itclaimable & removable by its owner
Nate Ladsten4.4 mi

Insurance · State Farm · Milwaukee, WI 53217 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Bob Vitt11.8 mi

Insurance · State Farm · Milwaukee, WI 53202 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Andrew J. McCabe12.4 mi

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

This is you? Claim itclaimable & removable by its owner
Cyndy Johnson12.4 mi

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

This is you? Claim itclaimable & removable by its owner
Alex Ferreira14.9 mi

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

This is you? Claim itclaimable & removable by its owner
Roger Channing16.8 mi

Insurance · Farmers · Milwaukee, WI 53207 · Home, auto, life in Milwaukee

This is you? Claim itclaimable & removable by its owner
Dave Kelley17.4 mi

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

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

Nearby areas

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

  • Milwaukee, WI12 mi
  • Milwaukee, WI12 mi
  • Brookfield, WI13 mi
  • Elm Grove, WI13 mi
  • Milwaukee, WI14 mi
  • Brookfield, WI15 mi
  • West Bend, WI16 mi
  • Pewaukee, WI18 mi
  • Waukesha, WI18 mi
  • Hartland, WI20 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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