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๐Ÿคซ Directory ยท consent-first

Near 53188. Waukesha.

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

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Financial

Advisors & firms near 53188

Iag Wealth Partners, LLC0 mi

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

CRD 109721 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Provident Trust Company0 mi

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

CRD 110118 ยท verify at the regulator

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

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

CRD 145329 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fortress Planning Group0 mi

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

CRD 157900 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Global View Capital Management LLC0 mi

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

CRD 158292 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Ellenbecker Investment Group0 mi

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

CRD 173851 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Lasalle Investment Advisors, INC.4.4 mi

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

CRD 109303 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Shakespeare Wealth Management, LLC4.4 mi

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

CRD 111950 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Fiduciaone4.4 mi

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

CRD 327737 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Dana Investment Advisors INC4.5 mi

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

CRD 105879 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Drake & Associates, LLC4.5 mi

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

CRD 154854 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Morgan-aly Wealth Management, LLC4.5 mi

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

CRD 328483 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Pavlic Investment Advisors, INC.5.2 mi

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

CRD 111246 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Behl Wealth Management5.2 mi

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

CRD 300281 ยท verify at the regulator

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

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

CRD 313497 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bultman Investment Management, INC.7.7 mi

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

CRD 106283 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Vogel Consulting, LLC7.7 mi

RIA firm ยท Brookfield, WI 53045 ยท Registered investment adviser

CRD 114661 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Annex Wealth Management, LLC7.7 mi

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

CRD 127987 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Francis LLC7.7 mi

RIA firm ยท Brookfield, WI 53045 ยท Registered investment adviser

CRD 130687 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Brook Capital7.7 mi

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

CRD 130919 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Granite Financial Group7.7 mi

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

CRD 168675 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Midwest Wealth Solutions LLC7.7 mi

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

CRD 291528 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Benevest & Associates, INC.7.7 mi

RIA firm ยท Brookfield, WI 53045 ยท Registered investment adviser

CRD 299170 ยท verify at the regulator

This is you? Claim itclaimable & removable by its owner
Bkm Wealth Management7.7 mi

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

CRD 323928 ยท verify at the regulator

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

Insurance agents near 53188

Dave Kelley15.8 mi

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

This is you? Claim itclaimable & removable by its owner
Alex Ferreira17.8 mi

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

This is you? Claim itclaimable & removable by its owner
Andrew J. McCabe19.6 mi

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

This is you? Claim itclaimable & removable by its owner
Cyndy Johnson19.6 mi

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

This is you? Claim itclaimable & removable by its owner
Roger Channing20.2 mi

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

This is you? Claim itclaimable & removable by its owner
Bob Vitt20.4 mi

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

This is you? Claim itclaimable & removable by its owner
Nate Ladsten21.5 mi

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

This is you? Claim itclaimable & removable by its owner
Andrew Stark21.9 mi

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

This is you? Claim itclaimable & removable by its owner
Joe Woelfle21.9 mi

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

This is you? Claim itclaimable & removable by its owner
Allison Hejdak21.9 mi

Insurance ยท Allstate ยท Mequon, WI 53092 ยท 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.

  • Pewaukee, WI4 mi
  • Waukesha, WI5 mi
  • Delafield, WI5 mi
  • Brookfield, WI8 mi
  • Hartland, WI9 mi
  • Brookfield, WI10 mi
  • Elm Grove, WI11 mi
  • Milwaukee, WI13 mi
  • Milwaukee, WI14 mi
  • Milwaukee, 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 โ€” always confirm licensure directly with the regulator.

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