7 financial advisors & firms and 0 insurance agents verified near Wausau, WI — every one cited to the regulator, claimable and removable by the person named.
RIA firm · Wausau, WI 54403 · Registered investment adviser
CRD 146922 · verify at the regulator
RIA firm · Wausau, WI 54403 · Registered investment adviser
CRD 159400 · verify at the regulator
RIA firm · Wausau, WI 54403 · Registered investment adviser · $4M AUM
CRD 323065 · verify at the regulator
RIA firm · Wausau, WI 54401 · Registered investment adviser · $649M AUM
CRD 112995 · verify at the regulator
RIA firm · Wausau, WI 54401 · Registered investment adviser · $539M AUM
CRD 170627 · verify at the regulator
RIA firm · Wausau, WI 54401 · Registered investment adviser · $177M AUM
CRD 301001 · verify at the regulator
RIA firm · Wausau, WI 54401 · Registered investment adviser · $32M AUM
CRD 315625 · verify at the regulator
Verified advisors and insurance agents in the places closest to Wausau, WI.
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.