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Financial Advisors in Brookfield, Connecticut

Our hand-picked list of 8 financial advisors serving Brookfield, Connecticut. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Brookfield

Financial professionals in Brookfield should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Connecticut securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Connecticut, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Brookfield

Charles Schwab

49, Federal Road, Brookfield, CT, 06804

📞 +1-262-207-••••

ANNEX WEALTH MANAGEMENT, LLC

17950 W. CORPORATE DRIVE, BROOKFIELD, WI 53045

📞 (262) 786-••••

BKM WEALTH MANAGEMENT

20300 WATER TOWER BOULEVARD, SUITE 250, BROOKFIELD, WI 53045

📞 (262) 955-••••

BKM WEALTH MANAGEMENT, LLC

20300 WATER TOWER BOULEVARD, SUITE 250

BROOK CAPITAL

675 N.BARKER ROAD, SUITE #200, BROOKFIELD, WI 53045

📞 (262) 784-••••

CHARTER CAPITAL MANAGEMENT, INC

13805 W BURLEIGH ROAD, BROOKFIELD, WI 53005

📞 (414) 257-••••

ENTASIS ASSET MANAGEMENT LLC

200 S EXECUTIVE DR., BROOKFIELD, WI 53005

📞 (262) 754-••••

ENVISION FINANCIAL LLC

375 BISHOPS WAY SUITE 232, BROOKFIELD, WI 53005

📞 (262) 354-••••

Frequently Asked Questions

Where can I find financial advisors in Brookfield, Connecticut?

Brookfield, Connecticut has 8 financial advisors listed in our directory. Charles Schwab is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Connecticut?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Connecticut, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Brookfield?

Financial professionals in Brookfield should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Connecticut securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Brookfield?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Brookfield-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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