Several Milwaukee financial advisors have been named to The Financial Times’ 400 Top Financial Advisors list.
David Epstein and Michael Klein of Robert W. Baird & Co. Inc. in Milwaukee, John Larson of RBC Wealth Management in Mequon and David Spano of Annex Wealth Management in Elm Grove were included this year on the annual list.
FT obtained verified data from the largest U.S. brokerage firms on assets under management. The list focused on advisors with more than 10 years of experience and more than $200 million in assets under management, and also evaluated asset growth, industry certification, Financial Industry Regulatory Authority compliance record and online accessibility.
