Reported as registered
ISTHMUS PARTNERS, LLC
CRD 171279 · SEC 801-79683
MADISON, 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 86 ms
Reported as registered
JACOBSON & SCHMITT ADVISORS, LLC
CRD 140431 · SEC 801-66735
MIDDLETON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JANSEN WEALTH MANAGEMENT LLC
CRD 317824 · SEC 801-132568
ALTOONA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHN F SUBY WEALTH MANAGEMENT LLC
CRD 150824 · SEC 801-70434
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHNSON WEALTH INC.
CRD 125557 · SEC 801-61862
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JORDAN FINANCIAL LIFE PLANNING
CRD 146633 · SEC 801-135737
KENOSHA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KCD FINANCIAL, INC.
CRD 127473 · SEC 801-110069
GREEN BAY, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KELLOGG ASSET MANAGEMENT, LLC
CRD 150031 · SEC 801-70113
GREEN BAY, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787 · SEC 801-119492
SHAWANO, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KLCM ADVISORS, INC.
CRD 107847 · SEC 801-43503
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KOM WEALTH MANAGEMENT GROUP, LLC
CRD 142682 · SEC 801-67464
APPLETON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740 · SEC 801-123427
BROOKFIELD, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LANDAAS & COMPANY
CRD 47487 · SEC 801-45055
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LASALLE INVESTMENT ADVISORS, INC.
CRD 109303 · SEC 801-132648
PEWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC
CRD 281302 · SEC 801-135775
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LEVERTY FINANCIAL GROUP, LLC
CRD 310258 · SEC 801-119342
HUDSON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LIBERTY FINANCIAL GROUP, INC.
CRD 111272 · SEC 801-124940
ELM GROVE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MACCO FINANCIAL GROUP, INC.
CRD 337398 · SEC 801-133933
GREEN BAY, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MADISON ASSET MANAGEMENT
CRD 130874 · SEC 801-62992
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MADISON INVESTMENT ADVISORS, LLC
CRD 110297 · SEC 801-52751
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026