Reported as registered
MADISON PARTNERS
CRD 305824 · SEC 801-118168
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- 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 55 ms
Reported as registered
MARIETTA INVESTMENT PARTNERS, LLC
CRD 108479 · SEC 801-57179
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MASON STREET ADVISORS, LLC
CRD 114085 · SEC 801-60721
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MASON WELLS, INC.
CRD 173069 · SEC 801-80473
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MBE WEALTH MANAGEMENT, LLC
CRD 165516 · SEC 801-110772
TOMAH, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
CRD 149830 · SEC 801-112692
APPLETON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCKINLEY MONEY, LLC
CRD 145571 · SEC 801-132140
EAU-CLAIRE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MENDOTA FINANCIAL GROUP, LLC
CRD 136294 · SEC 801-67644
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995 · SEC 801-72649
WAUSAU, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MILBORN ADVISORS, LTD
CRD 291305 · SEC 801-136020
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429 · SEC 801-78337
MIDDLETON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MLG FUND MANAGER LLC
CRD 335692 · SEC 801-132762
BROOKFIELD, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288 · SEC 801-48064
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MORGAN-ALY WEALTH MANAGEMENT, LLC
CRD 328483 · SEC 801-135514
WAUKESHA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MUELLER WEALTH
CRD 306943 · SEC 801-132250
MISHICOT, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
N.E.W. ADVISORY SERVICES, LLC
CRD 290405 · SEC 801-112037
DE PERE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
CRD 307169 · SEC 801-118132
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179 · SEC 801-124791
MCFARLAND, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NICHOLAS CO INC
CRD 108347 · SEC 801-4658
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NICOLET WEALTH MANAGEMENT
CRD 283940 · SEC 801-108012
GREEN BAY, WI
Source release August 3, 2026 · retrieved August 18, 2026