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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Mequon, WI

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

8 CFA charterholders work in Mequon; the most are at Reinhart Partners, LLC (2). 1 are also registered broker representatives.

CFA advisors in Mequon, A to Z

Every advisor in Mequon →

Firms with the most CFA charterholders in Mequon

Reinhart Partners, LLC 2Gallatin Financial Advisors, LLC 1Lido 1Spectrum Investment Advisors, Inc. 1Steward Partners Investment Advisory, LLC 1Summit Financial Management LLC 1The Kieckhefer Group 1

CFA advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many CFA financial advisors are in Mequon, WI?

8 SEC-registered investment adviser representatives at firm offices in Mequon, Wisconsin list the CFA designation; Reinhart Partners, LLC employs the most of them (2).

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 Mequon?

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.