Reported as registered
NORTH STAR ASSET MANAGEMENT INC
CRD 106489 · SEC 801-52034
NEENAH, 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 77 ms
Reported as registered
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
CRD 307865 · SEC 801-119948
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
CRD 2881 · SEC 801-8095
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
NVNG INVESTMENT ADVISORS, LLC
CRD 307219 · SEC 802-120515
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OARSMAN CAPITAL, INC
CRD 109993 · SEC 801-60988
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OMNI FINANCIAL LLC
CRD 314670 · SEC 801-131556
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OPEROSE ADVISORS LLC
CRD 287465 · SEC 801-118313
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ORGEL WEALTH MANAGEMENT, LLC
CRD 168219 · SEC 801-78284
ALTOONA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PACKERLAND BROKERAGE SERVICES, INC.
CRD 37031 · SEC 801-74927
GREEN BAY, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PALADIN PARTNERS
CRD 132024 · SEC 801-136877
HARTLAND, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PARK CAPITAL MANAGEMENT, LLC
CRD 158965 · SEC 801-115013
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PAVLIC INVESTMENT ADVISORS, INC.
CRD 111246 · SEC 801-136029
DELAFIELD, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PJS INVESTMENT MANAGEMENT
CRD 104701 · SEC 801-16815
CEDARBURG, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PLUS GROUP WEALTH ADVISORS, LLC
CRD 300714 · SEC 801-132046
BELGIUM, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
POEHLING CAPITAL MANAGEMENT, INC.
CRD 131668 · SEC 801-63189
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PORTFOLIO DESIGN SERVICES, LLC
CRD 131506 · SEC 801-80561
RIVER FALLS, WI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PRESCIENT CAPITAL MANAGEMENT, LLC
CRD 309243 · SEC 802-118887
DELAFIELD, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD 154016 · SEC 801-135207
APPLETON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROVIDENT TRUST COMPANY
CRD 110118 · SEC 801-58213
WAUKESHA, WI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
RACON CAPITAL
CRD 166508 · SEC 802-112409
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026