11 financial advisors & firms and 24 insurance agents verified near Lake Geneva, WI — every one cited to the regulator, claimable and removable by the person named.
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RIA firm · Lake Geneva, WI 53147 · Registered investment adviser · $424M AUM
CRD 130768 · verify at the regulator
RIA firm · Lake Geneva, WI 53147 · Registered investment adviser · $63M AUM
CRD 169769 · verify at the regulator
RIA firm · Lake Geneva, WI 53147 · Registered investment adviser · $1.1B AUM
CRD 326519 · verify at the regulator
RIA firm · Spring Grove, IL 60081 · Registered investment adviser · $148M AUM
CRD 161020 · verify at the regulator
RIA firm · Sharon, WI 53585 · Registered investment adviser · $15M AUM
CRD 122763 · verify at the regulator
RIA firm · East Troy, WI 53120 · Registered investment adviser · $122M AUM
CRD 340229 · verify at the regulator
RIA firm · Antioch, IL 60002 · Registered investment adviser
CRD 300310 · verify at the regulator
RIA firm · Waterford, WI 53185 · Registered investment adviser · $40M AUM
CRD 334615 · verify at the regulator
RIA firm · Crystal Lake, IL 60014 · Registered investment adviser · $195M AUM
CRD 147376 · verify at the regulator
RIA firm · Crystal Lake, IL 60014 · Registered investment adviser · $27M AUM
CRD 312770 · verify at the regulator
RIA firm · Crystal Lake, IL 60014 · Registered investment adviser
CRD 338455 · verify at the regulator
Insurance · Lake Bluff, IL 60044 · Est. 1912; high-value/coastal homes, antique autos, fine art, collections, umbrella; serves Lake Bluff, Lake Forest, Kenilworth, Wilmette
Insurance · Allstate · Milwaukee, WI 53220 · Home, auto, life in Milwaukee
Insurance · Lake Forest, IL 60045 · 4th-generation family agency (est. 1937); affluent North Shore personal lines; acquired by EPIC's Private Client practice (2025)
Insurance · Lake Forest, IL 60045 · Independent agency, personal and commercial lines, 250 E Illinois Rd
Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life in Lake Forest
Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life; 20+ years serving Lake Forest
Insurance · State Farm · Lake Forest, IL 60045 · Home, auto, life in Lake Forest
Insurance · Allstate · Milwaukee, WI 53215 · Home, auto, life in Milwaukee
Insurance · Farmers · Milwaukee, WI 53207 · Home, auto, life in Milwaukee
Insurance · Highland Park, IL 60035 · Independent agency; home, auto, umbrella, life, commercial; 584A Roger Williams Ave
Insurance · Highland Park, IL 60035 · Family-owned independent est. 1932; all personal lines; 600 Central Ave
Insurance · State Farm · Highland Park, IL 60035 · Home, auto, life in Highland Park
Insurance · State Farm · Highland Park, IL 60035 · Home, auto, life in Highland Park
Insurance · State Farm · Highland Park, IL 60035 · Serves Highland Park, Lake Forest, Highwood; agent since 2021
Insurance · Allstate · Highland Park, IL 60035 · 45+ years; auto, home, condo, life; serves Highland Park, Glencoe, Lake Forest, Deerfield
Insurance · Highland Park, IL · Independent agency; personal and commercial property/home insurance
Insurance · Northbrook, IL 60062 · Independent multi-carrier; home, auto, business; 628 Academy Dr
Insurance · State Farm · Northbrook, IL 60062 · Northbrook + Wilmette offices; serves Glencoe, Winnetka, Kenilworth
Insurance · State Farm · Northbrook, IL 60062 · 19+ years; auto/home for Northbrook, Wilmette, Glencoe
Insurance · Allstate · Northbrook, IL 60062 · Personal financial representative; serves Northbrook through Lake Forest, Lake Bluff, Glencoe, Winnetka
Insurance · Farmers · Northbrook, IL 60062 · Auto, home, business insurance in Northbrook
Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee
Insurance · Allstate · Milwaukee, WI · Home, auto, life in Milwaukee
Insurance · State Farm · Milwaukee, WI 53202 · Home, auto, life in Milwaukee
Verified advisors and insurance agents in the places closest to Lake Geneva, 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.
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