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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Milwaukee, WI

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

66 CFA charterholders work in Milwaukee; the most are at Robert W. Baird & Co. Incorporated (17). 18 are also registered broker representatives.

CFA advisors in Milwaukee, A to Z

Every advisor in Milwaukee →

Firms with the most CFA charterholders in Milwaukee

Robert W. Baird & Co. Incorporated 17Johnson Wealth Inc. 9National Investment Services Of America, LLC 6Arcataur Capital Management LLC 4Capital Investment Services Of America Inc. 3F L Putnam Investment Management Co. 3Operose Advisors LLC 31492 Capital Management, LLC 2Heartland Advisors, Inc. 2Klcm Advisors, Inc. 2Alpha Investment Consulting Group, LLC 1Campbell Newman Asset Management Inc. 1Cibc Private Wealth Advisors, Inc. 1Crescent Grove Advisors 1Geneva Capital Management LLC 1

CFA advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many CFA financial advisors are in Milwaukee, WI?

66 SEC-registered investment adviser representatives at firm offices in Milwaukee, Wisconsin list the CFA designation; Robert W. Baird & Co. Incorporated employs the most of them (17).

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 Milwaukee?

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.