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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Neenah, WI

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

13 CFA charterholders work in Neenah; the most are at North Star Asset Management Inc. (5). 1 are also registered broker representatives.

CFA advisors in Neenah, A to Z

Every advisor in Neenah →
  • Blake K. BartlettSchaper Benz & Wise Investment Counsel Inc. · Chartered Financial Analyst
  • Bradley E. BenzSchaper Benz & Wise Investment Counsel Inc. · Chartered Financial Analyst
  • David L. HackfortNorth Star Asset Management Inc. · Chartered Financial Analyst
  • Richard J. HagemanCetera Planning Partners · Certified Financial Planner, Chartered Financial Analyst
  • Michael R. HochholzerKellogg Asset Management, LLC · Chartered Financial Analyst
  • Terrence M. JackIron Horse Asset Management LLC · Chartered Financial Analyst
  • Jacob W. JohnsonNorth Star Asset Management Inc. · Chartered Financial Analyst
  • Drew J. KreplineNorth Star Asset Management Inc. · Chartered Financial Analyst
  • Geoffry A. PennNorth Star Asset Management Inc. · Chartered Financial Analyst
  • Thomas H. RipplSchaper Benz & Wise Investment Counsel Inc. · Chartered Financial Analyst
  • David W. RisgaardNorth Star Asset Management Inc. · Chartered Financial Analyst
  • Christi L. SalmSchaper Benz & Wise Investment Counsel Inc. · Chartered Financial Analyst
  • Mark J. SprtelSchaper Benz & Wise Investment Counsel Inc. · Chartered Financial Analyst

Firms with the most CFA charterholders in Neenah

North Star Asset Management Inc. 5Schaper Benz & Wise Investment Counsel Inc. 5Cetera Planning Partners 1Iron Horse Asset Management LLC 1Kellogg Asset Management, LLC 1

CFA advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many CFA financial advisors are in Neenah, WI?

13 SEC-registered investment adviser representatives at firm offices in Neenah, Wisconsin list the CFA designation; North Star Asset 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 Neenah?

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.