Application Fee
See agencyVerified by WI Board of Business
Financial Advisor Licensing in Wisconsin
Review current requirements, exam details, renewal cycle, and salary outlook for financial advisor in Wisconsin, including See agency and board contact links.
Last verified: Feb 17, 2026
Current
Exam Requirement
State-approved examRenewal Cycle
See board renewal rulesLicensing Blueprint for Financial Advisor in Wisconsin
Estimated timeline: Varies by boardCore Requirements
- 1
Education: Varies by state board.
- 2
License Type: Stand-alone license.
Exam and processing details
- State-approved exam
Application Snapshot
- Licensing Authority
WI Dept of Financial Institutions • Division of Securities
- Current Filing Fee
See agency
- Renewal Cycle
See board renewal rules
- Salary Position
$115,680 median (13% above national)
- State Salary Rank
#8 of 50 states
Step-by-Step Process (4)
- 1. Meet Wisconsin eligibility requirements for Financial Advisor licensure.
- 2. Complete required education or training (Education: Varies by state board.).
- 3. Pass required examination steps: State-approved exam.
- 4. Submit the application to WI Dept of Financial Institutions~Division of Securities and monitor board communications.
Salary Insights in Wisconsin
With a median salary of $115,680, Financial Advisors in Wisconsin earn 13% above the national median of $102,140. Wisconsin ranks #8 among 50 states. The typical licensing timeline is Varies by board.
State Hiring Climate (QCEW)
RisingQoQ Employment Change
+2.3%Average Weekly Wage
$1,213Median annual salary
$115,680Hourly estimate
$55.6213% above national median
Difference: +$13,540
Percentile Distribution
Annual compensationFinancial Advisor Salary Ranking
#8 of 50 statesfor Financial Advisor median salary
| Rank | State | Median Salary |
|---|---|---|
| #1 | New York | $167,970 |
| #2 | Idaho | $136,440 |
| #3 | California | $128,650 |
| #4 | Delaware | $128,170 |
| #5 | New Jersey | $123,690 |
Nearby States Comparison
Financial Advisor licensing across the region| State | Median Salary | Education | Exam | Timeline |
|---|---|---|---|---|
| Wisconsin | $115,680 | Varies by state board | State-approved exam | Varies by board |
| Minnesota | $94,420 | Varies by state board | State-approved exam | Varies by board |
| Iowa | $81,790 | Specific course required | Both state and third-party exams required | Varies by board |
| Illinois | $104,310 | Varies by state board | State-approved exam | Varies by board |
| Michigan | $98,830 | Varies by state board | State exam required | Varies by board |
License by Endorsement
Transfer requirements are state-specific. Use this quick matrix as a planning signal, then verify final endorsement rules with each board.
| State | Reciprocity Score | Tier | Notes |
|---|---|---|---|
| Wisconsin | 78 | High | Board-specific review required. |
| Minnesota | 78 | High | Board-specific review required. |
| Iowa | 68 | Medium | State-specific exam conditions may apply. |
| Illinois | 78 | High | Board-specific review required. |
| Michigan | 68 | Medium | State-specific exam conditions may apply. |
- Reciprocity and transfer rules vary by state board. Verify directly with the agency.
Official Licensing Agency
Official website verified
WI Dept of Financial Institutions • Division of Securities
201 W Washington Ave, Suite 300, P.O. Box 1768, Madison, WI, 53707-1768
Phone: 6082662139
Related Careers in Wisconsin
| Profession | Median Salary | Education | Timeline |
|---|---|---|---|
| Architect | $93,310 | No educational requirements | Varies by board |
| Audio and Video Technicians | $48,280 | Degree required | Varies by board |
| Certified Public Accountant | $78,150 | Degree required | Varies by board |
| Civil Engineer | $90,770 | No educational requirements | Varies by board |
FAQ
How long does it take to become a Financial Advisor in Wisconsin?
Most applicants finish the licensing path in about Varies by board, but timing can change based on education track, exam scheduling, and board processing.
What is the typical Financial Advisor salary in Wisconsin?
The median annual salary for Financial Advisors in Wisconsin is $115,680.
How does the Financial Advisor salary in Wisconsin compare to the national average?
Financial Advisors in Wisconsin earn 13% above the national median of $102,140, with a state median of $115,680.
How many Financial Advisors work in Wisconsin?
Wisconsin employs approximately 5,240 Financial Advisors according to BLS data.
Can I transfer my Financial Advisor license to Wisconsin from another state?
Transfer requirements vary by board. Reciprocity and transfer rules vary by state board. Verify directly with the agency.
Who is the licensing agency for Financial Advisors in Wisconsin?
The licensing agency is WI Dept of Financial Institutions / Division of Securities. Review agency details at http://www.wdfi.org/fi/securities/registration/.
How often do you renew a Financial Advisor license in Wisconsin?
Current guidance indicates a renewal cycle of See board renewal rules.