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13 firms
ActiveState: IA×State: WI×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity→
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity→
C35CLARITY ASSET MANAGEMENT, INC.
CRD 115699
IA$257.4M4Fidelity→
C33DYNAMIC FINANCIAL GROUP, LLC
CRD 288763
IA$539.6M3Fidelity→
C33OASIS ADVISORS, LLC
CRD 335555
IA$277.7M20Fidelity→
C31PRINCIPAL SECURITIES, INC.
CRD 1137
IA$17.02B50Fidelity→
C28WEALTHSPAN PARTNERS, LLC
CRD 297712
IA$451.1M5Fidelity→
C27MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995
WI$649.3M16Fidelity→
C26KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787
WI$1.16B13Fidelity→
C25AVAII WEALTH MANAGEMENT, LLC
CRD 298165
WI$602.8M9Fidelity→
C20ESTATE COUNSELORS, LLC
CRD 123452
WI$1.35B7Fidelity→
C14ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652
WI$609.2M12Fidelity→