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🤫 Directory · consent-first

Near 53186. Waukesha.

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

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Financial

Advisors & firms near 53186

Dana Investment Advisors INC0 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, LLC0 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, LLC0 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.3.7 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, LLC3.7 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, LLC3.7 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 LLC3.7 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 Capital3.7 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
Granite Financial Group3.7 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser · $186M AUM

CRD 168675 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Midwest Wealth Solutions LLC3.7 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser · $29M AUM

CRD 291528 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Benevest & Associates, INC.3.7 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser

CRD 299170 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bkm Wealth Management3.7 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser · $652M AUM

CRD 323928 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mlg Fund Manager LLC3.7 mi

RIA firm · Brookfield, WI 53045 · Registered investment adviser · $144M AUM

CRD 335692 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Iag Wealth Partners, LLC4.5 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 Company4.5 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, LLC4.5 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 Group4.5 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 LLC4.5 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 Group4.5 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.5.1 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, LLC5.1 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
Fiduciaone5.1 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
Charter Capital Management, INC6 mi

RIA firm · Brookfield, WI 53005 · Registered investment adviser · $462M AUM

CRD 35919 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Sterling Capital Management INC6 mi

RIA firm · Brookfield, WI 53005 · Registered investment adviser · $297M AUM

CRD 106822 · verify at the regulator

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

Insurance agents near 53186

Dave Kelley11.5 mi

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

This is you? Claim itclaimable & removable by its owner
Alex Ferreira13.3 mi

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

This is you? Claim itclaimable & removable by its owner
Andrew J. McCabe15.1 mi

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

This is you? Claim itclaimable & removable by its owner
Cyndy Johnson15.1 mi

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

This is you? Claim itclaimable & removable by its owner
Roger Channing15.8 mi

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

This is you? Claim itclaimable & removable by its owner
Bob Vitt15.9 mi

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

This is you? Claim itclaimable & removable by its owner
Nate Ladsten17.5 mi

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

This is you? Claim itclaimable & removable by its owner
Andrew Stark18.5 mi

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

This is you? Claim itclaimable & removable by its owner
Joe Woelfle18.5 mi

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

This is you? Claim itclaimable & removable by its owner
Allison Hejdak18.5 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 Waukesha, WI.

  • Brookfield, WI4 mi
  • Waukesha, WI5 mi
  • Pewaukee, WI5 mi
  • Brookfield, WI6 mi
  • Elm Grove, WI6 mi
  • Milwaukee, WI8 mi
  • Delafield, WI10 mi
  • Milwaukee, WI10 mi
  • Hartland, WI11 mi
  • Milwaukee, WI16 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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