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🤫 Directory · consent-first

Near 54720. Altoona.

7 financial advisors & firms and 0 insurance agents verified near Altoona, WI — every one cited to the regulator, claimable and removable by the person named.

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Financial

Advisors & firms near 54720

Orgel Wealth Management, LLC0 mi

RIA firm · Altoona, WI 54720 · Registered investment adviser · $9.5B AUM

CRD 168219 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Jansen Wealth Management LLC0 mi

RIA firm · Altoona, WI 54720 · Registered investment adviser · $132M AUM

CRD 317824 · verify at the regulator

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

RIA firm · Altoona, WI 54720 · Registered investment adviser · $887M AUM

CRD 335431 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Mckinley Money, LLC4.6 mi

RIA firm · Eau-claire, WI 54703 · Registered investment adviser · $164M AUM

CRD 145571 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
RJ Hill's Financial Services, LLC4.6 mi

RIA firm · Eau Claire, WI 54703 · Registered investment adviser · $4M AUM

CRD 164682 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Capital Coordinators Company5.3 mi

RIA firm · Eau Claire, WI 54701 · Registered investment adviser

CRD 113068 · verify at the regulator

This is you? Claim itclaimable & removable by its owner
Keystone Financial5.3 mi

RIA firm · Eau Claire, WI 54701 · Registered investment adviser · $51M AUM

CRD 336237 · verify at the regulator

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

Nearby areas

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

  • Rochester, MN73 mi
  • Woodbury, MN74 mi
  • White Bear Lake, MN79 mi
  • ST Paul, MN81 mi
  • White Bear Township, MN82 mi
  • Eagan, MN84 mi
  • Wausau, WI85 mi
  • Arden Hills, MN85 mi
  • Bloomington, MN88 mi
  • ST Paul, MN88 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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