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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Madison, WI

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

20 CFA charterholders work in Madison; the most are at Thompson Investment Management, Inc. (5). 1 are also registered broker representatives.

CFA advisors in Madison, A to Z

Every advisor in Madison →

Firms with the most CFA charterholders in Madison

Thompson Investment Management, Inc. 5Focus Partners Wealth, LLC 2Isthmus Partners, LLC 2Mendota Financial Group, LLC 2Baker Tilly Wealth Management, LLC 1Ecio, Inc. 1Madison Investment Advisors, LLC 1Madison Partners 1Resonant Capital Advisors, LLC 1Trustage Investment Management 1Wealthspire Institutional, LLC 1Wealthspire Retirement Advisory 1Wisco Investment Management LLC 1Wullschleger Group 1

CFA advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many CFA financial advisors are in Madison, WI?

20 SEC-registered investment adviser representatives at firm offices in Madison, Wisconsin list the CFA designation; Thompson Investment Management, Inc. employs the most of them (5).

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 Madison?

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.