Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Middleton, WI

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

The short answer

3 CFA charterholders work in Middleton; the most are at Jacobson & Schmitt Advisors, LLC (2). 0 are also registered broker representatives.

CFA advisors in Middleton, A to Z

Every advisor in Middleton →
  • Craig E. PetermanPrism Wealth Management · Certified Financial Planner, Chartered Financial Analyst
  • Adam C. SweetJacobson & Schmitt Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Richard J. Vanden BoogardJacobson & Schmitt Advisors, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Middleton

Jacobson & Schmitt Advisors, LLC 2Prism Wealth Management 1

CFA advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many CFA financial advisors are in Middleton, WI?

3 SEC-registered investment adviser representatives at firm offices in Middleton, Wisconsin list the CFA designation; Jacobson & Schmitt Advisors, 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 Middleton?

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.