New Advisers Weekly

Newly registered investment advisers in Wisconsin

2 adviser firms in Wisconsin had a first registration approved in the last 30 days, 4 in the last 90 and 34 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

VALORA PLANNING

Wausau · approved 2026-11-03

State-registered

TELOS FINANCIAL SERVICES, LLC

WI · city not in the state feed · approved 2026-10-16

State-registered

The paid lists

The 2 above are the last 30 days in Wisconsin, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (32)

FirmCitySegmentApproved
DUELL FINANCIAL STRATEGIESAppletonSEC-registered2026-10-05
ARYOS MANAGEMENT LLC—Exempt reporting2026-08-26
FOUNDER360° FAMILY OFFICE—State-registered2026-07-24
PALADIN PARTNERSHartlandSEC-registered2026-07-23
CAPITAL MANAGEMENT INVESTOR SERVICES, INC.—State-registered2026-07-16
LONGEVITY WEALTH ADVISORY LLC—State-registered2026-07-07
QUINTESSENCE WEALTH COLLECTIVE LLC—State-registered2026-07-02
SPRUCE HILL CAPITAL—State-registered2026-07-01
JORDAN FINANCIAL LIFE PLANNINGKenoshaSEC-registered2026-06-25
EPIPHANY HEALTH & WEALTH—State-registered2026-06-24
PRECISION CAPITAL PLANNING LLC—State-registered2026-06-16
SIGNIFICANCE CAPITAL MANAGEMENT LLCMilwaukeeSEC-registered2026-05-15
FAHEY RETIREMENT PARTNERS—State-registered2026-05-08
PAVLIC INVESTMENT ADVISORS, INC.DelafieldSEC-registered2026-05-05
VALLEY WEALTH MANAGEMENTOshkoshSEC-registered2026-05-05
MAPT CAPITALMadisonState-registered2026-05-04
MILBORN ADVISORS, LTDMilwaukeeSEC-registered2026-04-27
SULLIVAN INVESTMENT MANAGEMENT LLCWisconsin RapidsSEC-registered2026-04-13
LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLCMadisonSEC-registered2026-04-06
GENERATION GROWTH CAPITAL PARTNERS III, LLCMilwaukeeExempt reporting2026-03-31
LASALLE INVESTMENT ADVISORS, INC.PewaukeeSEC-registered2026-03-31
CHARACTER CAPITAL LLCMilwaukeeExempt reporting2026-03-30
FIDUCIARY FINANCIAL PLANNING NETWORKOnalaskaSEC-registered2026-03-27
CMG WEALTH ADVISORS LLCMadisonSEC-registered2026-03-10
MORGAN-ALY WEALTH MANAGEMENT, LLCWaukeshaSEC-registered2026-03-09
COAST ADVISORY LLCEast TroySEC-registered2026-02-27
MARCHI INVESTMENTS LLC—State-registered2026-02-04
PROFESSIONAL FINANCIAL MANAGEMENT, INC.AppletonSEC-registered2026-01-21
YAHARA WEALTH MANAGEMENT LLCMadisonSEC-registered2026-01-05
CENTRAL WEALTH MANAGEMENT LLCMadisonSEC-registered2025-12-19
SYCAMORE INVESTMENT CONSULTING SERVICES, LLCMadisonSEC-registered2025-12-03
SENTINEL ADVISORY GROUP, LLCMiddletonSEC-registered2025-12-02

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.