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Financial ADVSR advisor directory · SEC adviser records

Geneva Partners, LLC financial advisors in Lake Geneva, WI

Every SEC-registered investment adviser representative at a Geneva Partners, LLC office in Lake Geneva, A to Z.

The short answer

5 registered advisors work at Geneva Partners, LLC in Lake Geneva, out of 7 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Geneva Partners, LLC advisors in Lake Geneva, A to Z

Every Geneva Partners, LLC advisor →

Geneva Partners, LLC advisors in every city and state →Geneva Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Geneva Partners, LLC advisors in other cities

Chicago, IL 1Kewanee, IL 1

Other firms in Lake Geneva

All Lake Geneva advisors →

Form Wealth Advisors, LLC 7Edward Jones 3

Questions

How many financial advisors does Geneva Partners, LLC have in Lake Geneva?

5 investment adviser representatives are registered at Geneva Partners, LLC offices in Lake Geneva, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Geneva Partners, LLC one of the largest advisor employers in Lake Geneva?

Geneva Partners, LLC ranks number 2 in Lake Geneva by registered advisors; Form Wealth Advisors, LLC has the most, with 7.

How do I check a Geneva Partners, LLC advisor in Lake Geneva?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Geneva Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.