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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Green Bay, WI

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

11 CFA charterholders work in Green Bay; the most are at Kellogg Asset Management, LLC (4). 2 are also registered broker representatives.

CFA advisors in Green Bay, A to Z

Every advisor in Green Bay →
  • Mark R. FlatowRevise Capital LLC · Chartered Financial Analyst
  • Patrick A. FryKellogg Asset Management, LLC · Chartered Financial Analyst
  • Adam J. HenningsenNicolet Wealth Management · Chartered Financial Analyst
  • Samuel P. JacobsenKellogg Asset Management, LLC · Chartered Financial Analyst
  • Jan P. LeePackerland Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Gary L. RolainKellogg Asset Management, LLC · Chartered Financial Analyst
  • Jon L. SattlerKellogg Asset Management, LLC · Chartered Financial Analyst
  • Eric J. TrousilJohnson Wealth Inc. · Chartered Financial Analyst
  • Mark D. TumpachRBC Capital Markets, LLC · Chartered Financial Analyst
  • Anthony T. WilhelmsNicolet Wealth Management · Chartered Financial Analyst
  • Erik C. ZurekNicolet Wealth Management · Chartered Financial Analyst

Firms with the most CFA charterholders in Green Bay

Kellogg Asset Management, LLC 4Nicolet Wealth Management 3Johnson Wealth Inc. 1Packerland Brokerage Services, Inc. 1RBC Capital Markets, LLC 1Revise Capital LLC 1

CFA advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many CFA financial advisors are in Green Bay, WI?

11 SEC-registered investment adviser representatives at firm offices in Green Bay, Wisconsin list the CFA designation; Kellogg Asset Management, LLC employs the most of them (4).

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 Green Bay?

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.