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Financial ADVSR advisor directory · SEC adviser records

Geneva Capital Management LLC financial advisors in Milwaukee, WI

Every SEC-registered investment adviser representative at a Geneva Capital Management LLC office in Milwaukee, A to Z.

The short answer

3 registered advisors work at Geneva Capital Management LLC in Milwaukee, out of 3 at the firm nationwide; it ranks number 50 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Geneva Capital Management LLC advisors in Milwaukee, A to Z

Every Geneva Capital Management LLC advisor →

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

Other firms in Milwaukee

All Milwaukee advisors →

Robert W. Baird & Co. Incorporated 379Northwestern Mutual Investment Services, LLC 112Morgan Stanley 38Johnson Wealth Inc. 37J.P. Morgan Securities LLC 34Wells Fargo Clearing Services, LLC 31RBC Capital Markets, LLC 30Equitable Advisors, LLC 23Osaic Wealth, Inc. 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17

Questions

How many financial advisors does Geneva Capital Management LLC have in Milwaukee?

3 investment adviser representatives are registered at Geneva Capital Management LLC offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Geneva Capital Management LLC one of the largest advisor employers in Milwaukee?

Geneva Capital Management LLC ranks number 50 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 379.

How do I check a Geneva Capital Management LLC advisor in Milwaukee?

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 Capital Management 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.