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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Altoona, WI

Every SEC-registered financial advisor at a firm office in Altoona who lists the Chartered Financial Analyst designation, A to Z.

6 CFA charterholders work in Altoona; the most are at Orgel Wealth Management, LLC (6). 0 are also registered broker representatives.

CFA advisors in Altoona, A to Z

Every advisor in Altoona →
  • Michael EskridgeOrgel Wealth Management, LLC · Chartered Financial Analyst
  • Adam KernOrgel Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Samir A. MurtyOrgel Wealth Management, LLC · Chartered Financial Analyst
  • Evan A. NelsonOrgel Wealth Management, LLC · Chartered Financial Analyst
  • Aaron S. ReynoldsOrgel Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Robert S. SpaethOrgel Wealth Management, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Altoona

Orgel Wealth Management, LLC 6

CFA advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many CFA financial advisors are in Altoona, WI?

6 SEC-registered investment adviser representatives at firm offices in Altoona, Wisconsin list the CFA designation; Orgel Wealth Management, LLC employs the most of them (6).

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.

How do I check a CFA in Altoona?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

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.