Reported as registered
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956 · SEC 801-78609
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
211 sourced firms · query 51 ms
Reported as registered
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
CRD 298155 · SEC 801-114317
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BAKER TILLY WEALTH MANAGEMENT, LLC
CRD 167811 · SEC 801-119352
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BEADELL A D INVESTMENT COUNSEL INC
CRD 106946 · SEC 801-10677
MEQUON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BERNICKE WEALTH MANAGEMENT
CRD 335431 · SEC 801-132485
ALTOONA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BKM WEALTH MANAGEMENT
CRD 323928 · SEC 801-127026
BROOKFIELD, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLACK MAPLE CAPITAL MANAGEMENT LP
CRD 168385 · SEC 801-78645
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BLACKHAWK CAPITAL PARTNERS, LLC
CRD 158020 · SEC 801-81107
THIENSVILLE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048 · SEC 801-127667
HARTLAND, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173 · SEC 801-130880
MUSKEGO, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550 · SEC 801-77625
WAUWATOSA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROOK CAPITAL
CRD 130919 · SEC 801-67415
BROOKFIELD, WI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BT REI MANAGER, LLC
CRD 334654 · SEC 802-132210
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BUSKA WEALTH MANAGEMENT, LLC
CRD 170627 · SEC 801-122395
WAUSAU, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CALCULATED WEALTH
CRD 318985 · SEC 801-131906
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAMPBELL NEWMAN ASSET MANAGEMENT INC
CRD 107003 · SEC 801-8825
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CANOPY WEALTH MANAGEMENT
CRD 297717 · SEC 801-113774
MIDDLETON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL INNOVATIONS, LLC
CRD 145329 · SEC 801-72322
WAUKESHA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639 · SEC 801-15052
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
CAPITAL MIDWEST ADVISORS II, LLC
CRD 164385 · SEC 802-76824
MEQUON, WI
Source release August 3, 2026 · retrieved August 18, 2026