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.
Talk to someone about my money
We start on Money, the need most people arrive with. Tap any of the 6 above to search something else.
RIA firm · Mequon, WI 53092 · Registered investment adviser · $2.5B AUM
CRD 106432 · verify at the regulator
RIA firm · Mequon, WI 53092 · Registered investment adviser · $250M AUM
CRD 106946 · verify at the regulator
RIA firm · Mequon, WI 53092 · Registered investment adviser · $1.1B AUM
CRD 108669 · verify at the regulator
RIA firm · Mequon, WI 53092 · Registered investment adviser · $5M AUM
CRD 111280 · verify at the regulator
RIA firm · Thiensville, WI 53092 · Registered investment adviser · $1.3B AUM
CRD 123452 · verify at the regulator
RIA firm · Mequon, WI 53092 · Registered investment adviser · $226M AUM
CRD 153323 · verify at the regulator
RIA firm · Thiensville, WI 53092 · Registered investment adviser · $452M AUM
CRD 158020 · verify at the regulator
RIA firm · Mequon, WI 53092 · Registered investment adviser · $22M AUM
CRD 168428 · verify at the regulator
RIA firm · Mequon, WI 53092 · Registered investment adviser
CRD 174216 · verify at the regulator
RIA firm · Mequon, WI 53092 · Registered investment adviser · $65M AUM
CRD 285353 · verify at the regulator
RIA firm · Mequon, WI 53092 · Registered investment adviser · $241M AUM
CRD 331128 · verify at the regulator
RIA firm · Mequon, WI 53092 · Registered investment adviser · $15M AUM
CRD 331360 · verify at the regulator
Advisor · Morgan Stanley · Mequon, WI · Wealth management, Mequon
Advisor · Morgan Stanley · Mequon, WI · Wealth management, Mequon
Advisor · Morgan Stanley · Mequon, WI · Wealth management, Mequon
Advisor · Wells Fargo Advisors · Mequon, WI · Wealth management, Mequon
Advisor · Wells Fargo Advisors · Mequon, WI · Wealth management, Mequon
RIA firm · Mequon, WI 53097 · Registered investment adviser · $453M AUM
CRD 327451 · verify at the regulator
Advisor · Edward Jones · Whitefish Bay, WI 53217 · Wealth management, Whitefish Bay
Advisor · Edward Jones · Whitefish Bay, WI 53217 · Wealth management, Whitefish Bay
RIA firm · Milwaukee, WI 53217 · Registered investment adviser
CRD 137361 · verify at the regulator
RIA firm · Milwaukee, WI 53217 · Registered investment adviser
CRD 304069 · verify at the regulator
RIA firm · Milwaukee, WI 53224 · Registered investment adviser · $252M AUM
CRD 106288 · verify at the regulator
RIA firm · Cedarburg, WI 53012 · Registered investment adviser · $852M AUM
CRD 104701 · verify at the regulator
Insurance · State Farm · Mequon, WI 53092 · Home, auto, life in Mequon
Insurance · State Farm · Mequon, WI 53092 · Home, auto, life in Mequon
Insurance · Allstate · Mequon, WI 53092 · Home, auto, life in Mequon
Insurance · State Farm · Milwaukee, WI 53217 · Home, auto, life in Milwaukee
Insurance · State Farm · Milwaukee, WI 53202 · Home, auto, life in Milwaukee
Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee
Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee
Insurance · Allstate · Milwaukee, WI 53215 · Home, auto, life in Milwaukee
Insurance · Farmers · Milwaukee, WI 53207 · Home, auto, life in Milwaukee
Insurance · Allstate · Milwaukee, WI 53220 · Home, auto, life in Milwaukee
Verified advisors and insurance agents in the places closest to Mequon, WI.
Every listing is either public record, cited and dated, or the professional's own claim, verified with their regulator. We never bulk-copy restricted registries, we never list anyone against their wishes, and we remove on request. A directory is not advice: confirm a licence with the regulator before you rely on it.
Directory · consent-first