Financial advisers in Brookfield, Wisconsin
25 profiles with reported offices in Brookfield, Wisconsin. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Patricia KieferVice President, Secretary, TreasurerReview ServicesCRD 1382962- Tim KonickePresident and Chief Compliance OfficerReview ServicesCRD 1491417
David SpanoCEOAnnex Advisory ServicesCRD 1811176
James CantrellPresident / Chief Compliance OfficerFinancial StrategiesCRD 2087445
Thomas DornoffManaging Member/Chief Compliance OfficerGranite Financial GroupCRD 2189396
Joel HasslerChief Compliance Officer, President, PrincipalCharter Capital ManagementCRD 2222541
Michael StewartExecutive Vice President, Chief Compliance OfficerDana Investment AdvisorsCRD 2631299
David LacroixInvestment adviser representativeEntasis Asset ManagementCRD 2697242
Daniel GlaserVice President, PrincipalCharter Capital ManagementCRD 2750930
K. Robert BatchelorManager/CCOEntasis Asset ManagementCRD 2763626
Robert LeutyDirector of Fixed IncomeDana Investment AdvisorsCRD 4222598- Peter KultMember, Chief Compliance OfficerKult Wealth Management GroupCRD 4493349
Michael PetersManagerEntasis Asset ManagementCRD 4519113
Carrie TicaliInvestment adviser representativeReview ServicesCRD 4578157
Michael HonkampSenior Vice PresidentDana Investment AdvisorsCRD 4601259- Michael HugInvestment adviser representativeGilbert Greg RIACRD 5172704
Charles BatchelorManagerEntasis Asset ManagementCRD 5877693
Anthony MeierInvestment adviser representativeGranite Financial GroupCRD 6222831
Naomi AckleyChief Compliance OfficerAnnex Advisory ServicesCRD 6289332
Alexandra CaliAdvisor, PrincipalCharter Capital ManagementCRD 6656336
Hannah ChavezInvestment adviser representativeFinancial StrategiesCRD 6739973
Samuel VerhulstAdvisor, PrincipalCharter Capital ManagementCRD 6981330
Ashley FredricksInvestment adviser representativeEntasis Asset ManagementCRD 7808214
Zachary DujmicInvestment adviser representativeFinancial StrategiesCRD 8155967- Valentina ShehuInvestment adviser representativeFinancial StrategiesCRD 8344109
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.