Financial ADVSR advisor directory · SEC adviser records
Clf Asset Management, Inc. financial advisors in Madison, WI
Every SEC-registered investment adviser representative at a Clf Asset Management, Inc. office in Madison, A to Z.
The short answer
4 registered advisors work at Clf Asset Management, Inc. in Madison, out of 4 at the firm nationwide; it ranks number 36 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Clf Asset Management, Inc. advisors in Madison, A to Z
Every Clf Asset Management, Inc. advisor →- Daniel J. DetermanChartered Financial Consultant
- Simon M. LiegelInvestment adviser rep
- Jacob C. SoenerCertified Financial Planner
- Michael R. ZuganCertified Financial Planner
Clf Asset Management, Inc. advisors in every city and state →Clf Asset Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Madison
All Madison advisors →LPL Financial LLC 55Ameriprise Financial Services, LLC 38UBS Financial Services Inc. 28Edward Jones 25Pfs Investments Inc. 23Madison Partners 18Osaic Wealth, Inc. 18Harbour Investments, Inc. 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Thrivent Investment Management Inc. 17Cetera Investment Advisers LLC 16Madison Investment Advisors, LLC 14
Questions
How many financial advisors does Clf Asset Management, Inc. have in Madison?
4 investment adviser representatives are registered at Clf Asset Management, Inc. offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Clf Asset Management, Inc. one of the largest advisor employers in Madison?
Clf Asset Management, Inc. ranks number 36 in Madison by registered advisors; LPL Financial LLC has the most, with 55.
How do I check a Clf Asset Management, Inc. advisor in Madison?
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 Clf Asset Management, Inc. 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.