Financial ADVSR advisor directory · SEC adviser records
Geneva Partners, LLC financial advisors
Every SEC-registered investment adviser representative at Geneva Partners, LLC, by the state and city of the office they work from.
7 registered advisors work at Geneva Partners, LLC, in 2 states and 3 cities; the most are in Lake Geneva, WI (5). 1 list the CFP designation and 0 are also registered broker representatives.
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Cities with the most Geneva Partners, LLC advisors
Geneva Partners, LLC advisors by state
Questions
How many financial advisors does Geneva Partners, LLC have?
7 investment adviser representatives are registered with Geneva Partners, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 1 list the CFP designation and 0 are also registered as broker representatives.
Where does Geneva Partners, LLC have the most advisors?
Lake Geneva, WI, with 5 registered advisors, then Chicago, IL (1). By state, Wisconsin has the most, with 5.
How do I find a Geneva Partners, LLC financial advisor near me?
Pick your state below, then your city, to see every Geneva Partners, LLC advisor registered at an office there. Each one 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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Geneva Partners, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →