| Private Wealth Management | U.S. Bank |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx0 |
aar************@u*****.com |
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345326 |
5430 |
348000 |
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| Justin Fletchall - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx1 |
wms**********@r**.com |
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14791 |
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16000 |
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| Legacy Private Trust Company |
10 E Doty St UNIT 800, Madison, WI 53703 |
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60825xxxx7 |
car****@l******.com |
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| Dorn Wealth Management |
8500 Greenway Blvd Suite 101, Middleton, WI 53562 |
|
60896xxxx3 |
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5 |
1 |
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| Boardwalk Investments |
210 N Bassett St, Madison, WI 53703 |
|
60825xxxx0 |
art**@r**********.com |
3 |
78 |
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| Oak Bridge Wealth Management |
1600 Aspen Commons #800, Middleton, WI 53562 |
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| Walkner Condon Financial Advisors |
3418 Monroe St, Madison, WI 53711 |
|
60823xxxx7 |
amb**@w************.com |
5 |
17 |
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508 |
22 |
532 |
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| Sharon Brantmeier - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2501 W Beltline Hwy, Ste 301, Madison, WI 53713 |
|
60881xxxx0 |
bev***********@a***.com |
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215 |
4 |
226 |
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| Merrill Lynch Financial Advisor Jayne Neuendorf |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx8 |
ban********************@m*.com |
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| Todd M. Wiedenfeld - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx5 |
wms**********@r**.com |
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14791 |
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16000 |
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| Merrill Lynch Financial Advisor Wolfgang A Reichenberger |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx5 |
amy*****@m*.com |
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| Paul Vosburgh, CFP, CIMA, CPWA, CRPS - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60882xxxx2 |
abb*********@u**.com |
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| U.S. Bancorp Investments - Financial Advisors: Justin Gasser |
3609 University Ave, Madison, WI 53705 |
|
60823xxxx2 |
aar************@u*****.com |
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345308 |
5430 |
348000 |
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| Wisconsin Wealth Advisors, LLC |
1777 W Main St, Sun Prairie, WI 53590 |
|
60883xxxx9 |
chr**********@w***************.com |
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| Allison O'Connor - Financial Advisor, Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
60881xxxx0 |
all*************@a***.com |
5 |
21 |
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47 |
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| Evolution Financial LLC |
2701 International Ln Suite 203, Madison, WI 53704 |
|
60822xxxx5 |
sue@e***************.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Crystal L. Carlson |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx1 |
ban********************@m*.com |
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| Kristin Braska - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx3 |
rbc*********@r**.com |
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| Madison Partners - Madison Office |
1502 W Broadway, Madison, WI 53713 |
|
60821xxxx1 |
aar**@t*****************.com |
5 |
15 |
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530 |
3 |
571 |
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2 |
| Canary Wealth Strategies |
1228 E Washington Ave, Madison, WI 53703 |
|
60821xxxx8 |
aar*********@i*********.com |
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| Blackhorn Partners |
10 E Doty St UNIT 800, Madison, WI 53703 |
|
60862xxxx5 |
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| Baird Financial Advisors (Madison Office) |
1 S Pinckney St UNIT 600, Madison, WI 53703 |
|
60825xxxx1 |
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5 |
2 |
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| Wells Fargo Advisors |
1 Erdman Place Suite 200, Madison, WI 53717 |
|
60883xxxx0 |
a-p*************@w*****************.com |
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188257 |
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189000 |
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| Fiduciary Partners Trust Company |
660 W Washington Ave Ste. 306, Madison, WI 53703 |
|
60821xxxx0 |
ach*********@f****************.com |
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| Walnut Capital Management |
3330 University Ave # 120, Madison, WI 53705 |
|
60833xxxx0 |
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| U.S. Bank - Private Wealth Advisor: Timothy Horkan |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx7 |
aar************@u*****.com |
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345334 |
5430 |
348000 |
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| Merrill Lynch Financial Advisor Troy K Blodgett |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx4 |
ale*********@m*.com |
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| Shepherd Financial Advisors |
5555 Odana Rd #104, Madison, WI 53719 |
|
60823xxxx4 |
chr**************@a**********.com |
5 |
21 |
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| Scott Thomas - TIAA Wealth Management Advisor |
8215 Greenway Blvd Suite 140, Middleton, WI 53562 |
|
86645xxxx6 |
acc**********@t***.org |
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90945 |
525 |
91000 |
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| Red Oak Asset Management |
2702 International Ln #111, Madison, WI 53704 |
|
60824xxxx6 |
jmp******@h****.net |
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| Perk Planning |
10 E Doty St Suite 830, Madison, WI 53703 |
|
60862xxxx0 |
emm*@p***********.com |
5 |
1 |
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| Nathan Trannel, CFP, CEPA - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60882xxxx3 |
ale*******@u**.com |
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| Elizabeth Norman - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx5 |
wms**********@r**.com |
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14791 |
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16000 |
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| Cornerstone Wealth Management |
2410 Commercial Ave, Madison, Wi 53704 |
|
60873xxxx0 |
and*******@m*******.com |
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| Merrill Lynch Financial Advisor Todd R Fortune |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx1 |
ale*********@m*.com |
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| The Capital Group |
406 Science Dr, Madison, WI 53711 |
|
60826xxxx0 |
and*************@l**.com |
5 |
5 |
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| U.S. Bancorp Investments - Financial Advisors: Deb Badowski |
2961 Yarmouth Greenway Dr, Madison, WI 53711 |
|
60827xxxx6 |
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|
345333 |
5430 |
348000 |
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| Bankers' Wealth Management |
7700 Mineral Point Rd, Madison, WI 53717 |
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| Merrill Lynch Financial Advisor Peter J Cavi |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx0 |
ale*********@m*.com |
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| Jarret Johnson - RBC Wealth Management Financial Advisor |
10 E Doty St Ste 1000, Madison, WI 53703 |
|
60825xxxx9 |
mic************@r**.com |
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51 |
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51 |
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| Tricia McDonough - Old National Investments |
302 N Midvale Blvd, Madison, WI 53705 |
|
60828xxxx6 |
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| Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 100, Madison, WI 53717 |
|
60882xxxx1 |
eli**********@a***.com |
3.7 |
3 |
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284 |
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| Compelling Wealth Advisors - Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
60881xxxx0 |
com*************@a***.com |
5 |
63 |
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66 |
|
111 |
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| Baird Capital |
510 Charmany Dr Ste 275, Madison, WI 53719 |
|
80079xxxx3 |
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| Integrity Wealth Advisors |
7780 Elmwood Ave Suite 203, Middleton, WI 53562 |
|
60882xxxx0 |
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| Wisconsin Capital Management, LLC |
8020 Excelsior Dr, Madison, WI 53717 |
|
60896xxxx6 |
art@w*****.com |
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| Crownstone Wealth Management - Ameriprise Financial Services, LLC |
1818 Parmenter St #300, Middleton, WI 53562 |
|
60882xxxx5 |
dns*****@a***.com |
5 |
1 |
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| Atlas Wealth Advisers |
2921 Landmark Pl Ste 225, Madison, WI 53713 |
|
60882xxxx1 |
aba****@a******.com |
5 |
9 |
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| Stacy Hagenston - Old National Investments |
25 W Main St Ste 200, Madison, WI 53703 |
|
87733xxxx0 |
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| Wealthspire Advisors |
10 Terrace Ct #103, Madison, WI 53718 |
|
88830xxxx7 |
abb******@w**********.com |
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98 |
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124 |
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| JL3 Financial |
2410 Commercial Ave, Madison, WI 53704 |
|
60873xxxx0 |
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| Telemachus Wealth Resources |
525 Junction Rd #8100, Madison, WI 53717 |
|
60882xxxx6 |
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| Sky's Edge Wealth - Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 110, Madison, WI 53717 |
|
60882xxxx9 |
adr*********@a***.com |
1 |
1 |
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|
278 |
3 |
283 |
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| Legacy Wealth Advisors |
5250 E Terrace Dr Ste 114, Madison, WI 53718 |
|
60846xxxx7 |
par*****@l****.com |
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| Calculated Wealth |
2921 Landmark Pl Suite 215-#332, Madison, WI 53713 |
|
60840xxxx2 |
inf*@c*********.com |
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| 1st Wisconsin Wealth Management |
1005 Quinn Dr, Waunakee, WI 53597 |
|
60885xxxx2 |
pat***********@l**.com |
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| Transamerica Financial Advisors |
2901 W Beltline Hwy #200, Madison, WI 53713 |
|
60843xxxx3 |
dns******@a*******.com |
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| Merrill Lynch Financial Advisor Colleen M Bowar |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
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60828xxxx7 |
ban********************@m*.com |
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| Harbour Investments, Inc. |
575 D'onofrio Dr Suite 300, Madison, WI 53719 |
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60866xxxx0 |
ada******@h*********.com |
5 |
1 |
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| Michael Gant - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr Ste 110, Madison, WI 53717 |
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60882xxxx9 |
adr*********@a***.com |
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| Goldstein Advisors |
1241 John Q Hammons Dr Ste 302, Madison, WI 53717 |
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60883xxxx0 |
dav********@g****************.com |
5 |
2 |
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| J Poels Financial |
7633 Ganser Way, Madison, WI 53719 |
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60882xxxx0 |
cat**************@j**********.net |
5 |
1 |
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| Jason Mascitti - Thrivent |
2608 Monroe St, Madison, WI 53711 |
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60867xxxx0 |
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| Michele Peacock - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
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60825xxxx4 |
wms**********@r**.com |
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10957 |
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12239 |
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| Savant Wealth Management |
1200 John Q Hammons Dr #101A, Madison, WI 53717 |
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60883xxxx0 |
mcw****@s***********.com |
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| Edward Jones - Financial Advisor: Steve L Soma, AAMS™|CRPC™ |
2323 Crossroads Dr Suite 190, Madison, WI 53718 |
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60883xxxx0 |
a.j*********@e**********.com |
5 |
1 |
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119 |
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123 |
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| Wealth Enhancement Group |
1241 John Q Hammons Dr #100, Madison, WI 53717 |
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60882xxxx0 |
aba****@w****************.com |
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| U.S. Bank - Private Wealth Advisor: Ryan Reszel |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx7 |
ale************@u*****.com |
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| Edward Jones - Financial Advisor: Josh Grotheer, CFP®|AAMS™ |
950 John Nolen Dr Suite 160, Madison, WI 53713 |
|
60828xxxx5 |
a.j*********@e**********.com |
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124 |
5 |
134 |
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| Baird Private Wealth Management |
8000 Excelsior Dr # 302, Madison, WI 53717 |
|
80088xxxx2 |
ano************@b*********.com |
5 |
2 |
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8097 |
929 |
8500 |
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| Beau Goff - Raymond James |
5590 Monona Dr, Madison, WI 53716 |
|
60822xxxx9 |
bea******@r***********.com |
5 |
1 |
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335 |
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343 |
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| Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
60881xxxx0 |
bre***********@a***.com |
5 |
59 |
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181 |
3 |
178 |
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| Stafford Financial Consulting |
2501 W Beltline Hwy Ste 201, Madison, WI 53713 |
|
60844xxxx5 |
aca******@s*****.com |
5 |
1 |
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2318 |
162 |
2600 |
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| Welshire Capital, LLC |
999 Fourier Dr, Madison, WI 53717 |
|
60884xxxx3 |
bri****@w**************.com |
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| Atlatl Advisers |
2921 Landmark Pl Suite 501, Madison, WI 53713 |
|
60835xxxx0 |
inf*@a*************.com |
5 |
2 |
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133 |
10 |
136 |
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| CLF Asset Management, Inc |
999 Fourier Dr #301, Madison, WI 53717 |
|
88850xxxx6 |
con****@c*******.com |
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14 |
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| Fallon Wealth Management |
6200 Gisholt Dr # 100, Monona, WI 53713 |
|
60882xxxx0 |
con****@f***************.com |
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| Intrepid Wealth Partners |
6666 Odana Rd, Madison, WI 53719 |
|
85549xxxx7 |
ben***@i*********************.com |
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| Lancaster Investments |
2 E Mifflin St, Madison, WI 53703 |
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baf*****************************@s*****.wixpress |
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| Midwest Financial Group |
1806 Seminole Hwy, Madison, WI 53711 |
|
60880xxxx5 |
ben@m******.com |
4.1 |
14 |
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544 |
35 |
545 |
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| Creative Planning International |
3330 University Ave #316, Madison, WI 53705 |
|
60823xxxx8 |
a.j******@c***************.com |
5 |
2 |
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6346 |
125 |
7200 |
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| The Beckwith Brindley Group - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60883xxxx3 |
abc*******@u**.com |
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| Eventus Wealth Advisors - Ameriprise Financial Services, LLC |
2501 W Beltline Hwy Ste 301, Madison, WI 53713 |
|
60881xxxx0 |
bev***********@a***.com |
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215 |
4 |
226 |
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| Madison Partners - Madison Office |
1502 W Broadway Suite 301, Madison, WI 53713 |
|
60821xxxx1 |
inf*@t*****************.com |
5 |
15 |
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530 |
3 |
571 |
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| Lindenwood Financial LLC |
622 W Washington Ave Suite 100, Madison, WI 53703 |
|
60821xxxx6 |
hel**@l******************.com |
5 |
1 |
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| Edelman Financial Engines |
2501 W Beltline Hwy #103, Madison, WI 53713 |
|
83375xxxx3 |
aar*******@e**********************.com |
5 |
1 |
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18772 |
20 |
20000 |
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| Wealth & Wisdom of WI LLC |
8201 Mayo Dr UNIT 111, Madison, WI 53719 |
|
60849xxxx3 |
ass******@w****************.com |
5 |
2 |
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287 |
11 |
283 |
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| Dominic Alexander Johnson | Johnson Generational |
525 Junction Rd # 8100N, Madison, WI 53717 |
|
60877xxxx1 |
bba***@f*************.com |
5 |
3 |
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566 |
99 |
571 |
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| U.S. Bank - Private Wealth Advisor: Michelle Slawny |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx3 |
ale************@u*****.com |
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345333 |
5430 |
348000 |
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| U.S. Bank - Private Wealth Advisor: Nate Boebel |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx1 |
aar************@u*****.com |
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345334 |
5430 |
348000 |
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| SignalPoint Asset Management, LLC |
3330 University Ave # 120, Madison, WI 53705 |
|
60833xxxx0 |
aca******@s****************.com |
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55 |
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| Triumph Wealth Management, LLC |
1241 John Q Hammons Dr # 501, Madison, WI 53717 |
|
60882xxxx0 |
aly***@t************.com |
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263 |
2 |
275 |
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| RBC Wealth Management Branch - Madison |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx0 |
wms**********@r**.com |
5 |
1 |
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14787 |
|
16000 |
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| Mark Laverne Wood - Financial Advisor, Ameriprise Financial Services, LLC |
725 Heartland Trail Ste 200, Madison, WI 53717 |
|
60872xxxx9 |
dns*****@a***.com |
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| Darin Schubring - Ameriprise Financial Services, Inc. |
2501 W Beltline Hwy Ste 301, Madison, WI 53713 |
|
60881xxxx0 |
com*************@a***.com |
5 |
1 |
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220 |
|
225 |
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| U.S. Bank - Private Wealth Advisor: John Sims |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx5 |
aar************@u*****.com |
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|
345334 |
5430 |
348000 |
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| Merrill Lynch Financial Advisor Christopher P Burque |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
61234xxxx6 |
bri************@b***.com |
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| Merrill Lynch Financial Advisor Nicholas J Reiland |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx4 |
ale*********@m*.com |
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| Madison Investments |
550 Science Dr, Madison, WI 53711 |
|
80076xxxx0 |
jan**@m*****************.com |
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| RMR Wealth Advisors, LLC |
400 Interlake Dr #200, Monona, WI 53716 |
|
60866xxxx6 |
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| Madison Partners - Waunakee Office |
109 South St, Waunakee, WI 53597 |
|
60885xxxx0 |
aar**@t*****************.com |
5 |
13 |
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530 |
3 |
571 |
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| Wealth Management Associate - U.S. Bancorp Investments: Tyler Wood |
402 Gammon Pl, Madison, WI 53719 |
|
60882xxxx5 |
aar************@u*****.com |
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|
345310 |
5430 |
348000 |
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| Private Wealth Management | U.S. Bank |
1 S Pinckney St Suite 200, Madison, WI 53703 |
|
60825xxxx0 |
aar**************@u*****.com |
4 |
1 |
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|
345308 |
5430 |
348000 |
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| Wisconsin Wealth Advisors, LLC |
583 D'onofrio Dr Suite 1005, Madison, WI 53719 |
|
60883xxxx9 |
chr**********@w***************.com |
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| Forward Investment Advisors |
702 N High Point Rd Suite 202, Madison, WI 53717 |
|
60883xxxx0 |
c18*****************************@s*****.wixpress |
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| Derek M. Engler - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx8 |
rbc*********@r**.com |
|
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|
14791 |
|
16000 |
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| UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60883xxxx0 |
ade*********@u**.com |
2.3 |
3 |
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| Savant Wealth Management |
8401 Greenway Blvd # 212, Middleton, WI 53562 |
|
60883xxxx0 |
bbr******@s***********.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Christopher T Tierney |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx0 |
ban********************@m*.com |
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| Merrill Lynch Wealth Management |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60825xxxx1 |
ann********@m*.com |
3.2 |
6 |
|
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| Liberty Bell Strategies |
301 S Blount St Suite 103, Madison, WI 53703 |
|
60866xxxx5 |
|
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| KRF Wealth Management |
8517 Excelsior Dr #201, Madison, WI 53717 |
|
60841xxxx0 |
|
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| Abigail L Grodecki - Financial Advisor, Ameriprise Financial Services, LLC |
2501 W Beltline Hwy Ste 301, Madison, WI 53713 |
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60881xxxx0 |
abi***************@a***.com |
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215 |
4 |
226 |
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| Tranquil Lakes Investment Advisors - Ameriprise Financial Services, LLC |
725 Heartland Trail Ste 200, Madison, WI 53717 |
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60872xxxx9 |
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| Wealth Management Associate - U.S. Bancorp Investments: Kristen Theoharopoulos |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx3 |
ale************@u*****.com |
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345333 |
5430 |
348000 |
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| Nicholas Tancill - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx7 |
tan*********@r**.com |
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4 |
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| Jack Krumbach - Financial Advisor, Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
60881xxxx0 |
com*************@a***.com |
5 |
9 |
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| U.S. Bancorp Investments - Financial Advisors: John Schmitt |
3609 University Ave, Madison, WI 53705 |
|
60882xxxx0 |
aar************@u*****.com |
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345333 |
5430 |
348000 |
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| Christopher W. Tancill - RBC Wealth Management Branch Director |
10 E Doty St Suite 1000, Madison, WI 53703 |
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60825xxxx3 |
tan*********@r**.com |
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4 |
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| Cornerstone Wealth Management |
429 Gammon Pl b200, Madison, WI 53719 |
|
60883xxxx6 |
jer**@c*******************.com |
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| Wealth Management Associate - U.S. Bancorp Investments: Kelly Urban |
4602 E Towne Blvd, Madison, WI 53704 |
|
60824xxxx8 |
aar************@u*****.com |
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345310 |
5430 |
348000 |
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| Yahara Wealth Management LLC |
725 Heartland Trail UNIT 205, Madison, WI 53717 |
|
60846xxxx0 |
and***@y***********.com |
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| U.S. Bank - Private Wealth Advisor: Ryan Mueller |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx7 |
aar************@u*****.com |
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345334 |
5430 |
348000 |
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| Annex Wealth Management, Madison Branch |
1200 John Q Hammons Dr # 101, Madison, WI 53717 |
|
60841xxxx0 |
aan****@a**********.com |
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| Central Wealth Management LLC |
1111 Deming Way #103, Madison, WI 53717 |
|
60884xxxx5 |
eri*@c****************.com |
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| Goff Wealth Management |
5590 Monona Dr, Madison, WI 53716 |
|
60822xxxx9 |
aar************@r***********.com |
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335 |
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343 |
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| Marcy Braucht - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx2 |
rbc*********@r**.com |
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14791 |
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16000 |
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| U.S. Bancorp Investments - Financial Advisors: Madison |
8000 Excelsior Dr, Madison, WI 53717 |
|
60882xxxx1 |
aar************@u*****.com |
5 |
1 |
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345308 |
5430 |
348000 |
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| Mark Murray - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60882xxxx6 |
mar********@u**.com |
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| Stifel |
8010 Excelsior Dr #300, Madison, WI 53717 |
|
60824xxxx6 |
abb****@s*****.com |
5 |
1 |
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4761 |
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5200 |
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| Wealth Enhancement Group |
440 Science Dr Suite 302, Madison, WI 53711 |
|
60827xxxx1 |
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| RMR Wealth Advisors, LLC |
400 Interlake Dr, Madison, WI 53716 |
|
60866xxxx6 |
dou*@r**********.com |
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| The JMS Wealth Management Group - Morgan Stanley |
8215 Greenway Blvd # 400, Middleton, WI 53562 |
|
60828xxxx7 |
acc**********@m************.com |
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| U.S. Bank - Private Wealth Advisor: Aaron Meyer |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx4 |
aar************@u*****.com |
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345334 |
5430 |
348000 |
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| Bob Vasa - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
31252xxxx8 |
abc*******@u**.com |
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| The Suby Group |
2901 W Beltline Hwy #201, Madison, WI 53713 |
|
60827xxxx0 |
inf*@j*****.com |
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| EnRich Financial Partners LLC |
6502 Grand Teton Plaza UNIT 201, Madison, WI 53719 |
|
60827xxxx2 |
cri**@e*************.com |
5 |
2 |
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96 |
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98 |
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| U.S. Bank – Wealth Management Banker: Donna Brendemuehl |
3609 University Ave, Madison, WI 53705 |
|
60823xxxx4 |
aar************@u*****.com |
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|
345326 |
5430 |
348000 |
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| Turley Retzlaff Wealth Management, Inc. |
22 E Mifflin St, Madison, WI 53703 |
|
60831xxxx1 |
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| Marquardt Wealth Management, LLC |
1604 Savannah Way, Waunakee, WI 53597 |
|
60885xxxx1 |
to**@m**************.com |
5 |
4 |
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| Tactical Financial Group Wealth Advisors - Raymond James |
311 W Washington Ave, Madison, WI 53703 |
|
60847xxxx2 |
aar************@r***********.com |
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17483 |
|
18000 |
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| LBW Wealth Management, LLC |
6410 Enterprise Ln #120, Madison, WI 53719 |
|
60828xxxx1 |
cyh****@l*********.com |
5 |
4 |
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751 |
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770 |
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| Capital Wealth Advisory Group - Ameriprise Financial Services, LLC |
7617 Mineral Point Rd #200, Madison, WI 53717 |
|
60866xxxx6 |
dns*****@a***.com |
4.5 |
8 |
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| Thompson Investment Management |
1255 Fourier Dr, Madison, WI 53717 |
|
60882xxxx0 |
ala***********@t*************.com |
3 |
2 |
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106 |
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| U.S. Bank - Private Wealth Advisor: Tiffany Pope |
1 S Pinckney St, Madison, WI 53703 |
|
60825xxxx2 |
aar************@u*****.com |
|
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|
345326 |
5430 |
348000 |
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| The Four Lakes Wealth Management Group - Morgan Stanley |
8215 Greenway Blvd # 400, Middleton, WI 53562 |
|
60882xxxx4 |
acc**********@m************.com |
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| Mendota Financial Group |
634 W Main St Suite 302, Madison, WI 53703 |
|
60822xxxx1 |
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| WEA Member Benefits |
660 John Nolen Dr, Madison, WI 53713 |
|
80027xxxx0 |
aed*******@w**********.com |
3.3 |
19 |
|
|
4.4 |
17 |
1719 |
95 |
1700 |
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| David Sebag - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx0 |
mic************@r**.com |
|
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51 |
|
51 |
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| Poehling Capital Management |
525 Junction Rd #8900, Madison, WI 53717 |
|
60866xxxx0 |
eva**@p**************.com |
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| Canopy Wealth Management |
8215 Greenway Blvd # 540, Middleton, WI 53562 |
|
60866xxxx8 |
dav*@c************.com |
|
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|
180 |
|
185 |
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| Custer Burish Financial Services |
406 Science Dr # 310, Madison, WI 53711 |
|
60823xxxx8 |
bet*********@l**.com |
4.3 |
4 |
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16 |
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18 |
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| Gregory J Thoemke - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr #100, Madison, WI 53717 |
|
60882xxxx1 |
dns*****@a***.com |
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| eVestech |
821 E Washington Ave #200, Madison, WI 53703 |
|
60829xxxx6 |
cla**@e*******.com |
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| John R. Whalen, Jr. - RBC Wealth Management Financial Advisor |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx2 |
rbc*********@r**.com |
|
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|
14791 |
|
16000 |
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| Mark Rufenacht - Financial Advisor, Ameriprise Financial Services, LLC |
1110 Fourier Dr #100, Madison, WI 53717 |
|
60882xxxx0 |
dns*****@a***.com |
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| Merrill Lynch Financial Advisor Elizabeth A Owens |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
30344xxxx0 |
ban********************@m*.com |
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| U.S. Bancorp Investments - Financial Advisors: Chad Mietz |
4602 E Towne Blvd, Madison, WI 53704 |
|
60824xxxx0 |
|
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|
345333 |
5430 |
348000 |
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| Northwestern Mutual |
1600 Aspen Commons #800, Middleton, WI 53562 |
|
60883xxxx0 |
a.-***********@n*****************.com |
4.7 |
48 |
|
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|
107341 |
16237 |
108000 |
|
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| Ryan Beckwith - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60883xxxx3 |
abb*********@u**.com |
|
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| Merrill Lynch Financial Advisor Jeffrey D Bowles |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx4 |
ale*********@m*.com |
5 |
1 |
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| U.S. Bancorp Investments - Financial Advisors: Michael Kelzenberg |
402 Gammon Pl, Madison, WI 53719 |
|
60882xxxx2 |
|
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|
345333 |
5430 |
348000 |
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| Wintrust Wealth Management |
10 W Mifflin St, Madison, WI 53703 |
|
26275xxxx5 |
aat******@w*************.com |
|
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| Pillar Wealth Management |
7633 Ganser Way # 210, Madison, WI 53719 |
|
60883xxxx0 |
bcl****@p***********.com |
|
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| Buttonwood Partners, Inc. |
701 Deming Way, Madison, WI 53717 |
|
60882xxxx0 |
and***@b****.com |
5 |
1 |
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| Resonant Capital Advisors |
33 E Main St Suite 440, Madison, WI 53703 |
|
60873xxxx0 |
inf*@r**************.com |
5 |
1 |
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|
| The Burish Group - UBS Financial Services Inc. |
8020 Excelsior Dr, Madison, WI 53717 |
|
60883xxxx2 |
aar*******@u**.com |
2.3 |
3 |
|
|
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227390 |
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237499 |
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| Darin J Schubring - Financial Advisor, Ameriprise Financial Services, LLC |
2601 W Beltline Hwy Ste 104, Madison, WI 53713 |
|
60881xxxx4 |
com*************@a***.com |
5 |
5 |
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220 |
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225 |
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| Merrill Lynch Financial Advisor Andrew B Charles |
2 E Mifflin St UNIT 900, Madison, WI 53703 |
|
60828xxxx9 |
ban********************@m*.com |
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| The Tancill Investment Group |
10 E Doty St Suite 1000, Madison, WI 53703 |
|
60825xxxx1 |
tan*********@r**.com |
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4 |
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| Isthmus Partners LLC |
1, 1 S Pinckney St Suite 818, Madison, WI 53703 |
|
60872xxxx9 |
inq******@i*****************.com |
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