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Financial Advisors in Brookfield, Wisconsin

Our hand-picked list of 8 financial advisors serving Brookfield, Wisconsin. 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 Wisconsin 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 Wisconsin, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Brookfield

BROOK CAPITAL

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

📞 (262) 784-••••

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-••••

Freedom Wealth Alliance

675, North Barker Road, Brookfield, WI, 53045

📞 +1-262-798-••••

GRANITE FINANCIAL GROUP

175 N. PATRICK BLVD., BROOKFIELD, WI 53045

📞 (262) 792-••••

Landmark Credit Union

555 South Executive Drive, Brookfield, WI, 53005

Retirement Income Planning llc

200, South Executive Drive, Brookfield, WI, 53005

ANNEX WEALTH MANAGEMENT, LLC

17950 W. CORPORATE DRIVE, BROOKFIELD, WI 53045

📞 (262) 786-••••

Frequently Asked Questions

Where can I find financial advisors in Brookfield, Wisconsin?

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

Are financial advisors licensed in Wisconsin?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Wisconsin, 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 Wisconsin 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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