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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Wisconsin

Every SEC-registered financial advisor in Wisconsin who lists the Chartered Financial Analyst designation, by city.

203 CFA charterholders work in Wisconsin; the most are in Milwaukee (66).

Cities in Wisconsin with CFA charterholders

Every advisor in Wisconsin →

Milwaukee 66Madison 20Brookfield 17Neenah 13Green Bay 11Appleton 9Mequon 8Waukesha 8Altoona 6Pewaukee 4Verona 4Middleton 3

29 smaller places with one or two CFA charterholders are in the advisor search.

CFA advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFA financial advisors are in Wisconsin?

203 SEC-registered investment adviser representatives in Wisconsin list the CFA designation; the most work in Milwaukee (66).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.