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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Pewaukee, WI

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

The short answer

4 CFA charterholders work in Pewaukee; the most are at Aspiriant, LLC (2). 0 are also registered broker representatives.

CFA advisors in Pewaukee, A to Z

Every advisor in Pewaukee →

Firms with the most CFA charterholders in Pewaukee

Aspiriant, LLC 2Fortress Planning Group 1Shakespeare Wealth Management, LLC 1

CFA advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many CFA financial advisors are in Pewaukee, WI?

4 SEC-registered investment adviser representatives at firm offices in Pewaukee, Wisconsin list the CFA designation; Aspiriant, 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 Pewaukee?

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.