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Designations / CFA charterholders

CFA charterholders in Wisconsin

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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202 advisors

Pavlic Investment Advisors
47yrs
William Warnke
Financial advisor
440 Wells Street 203
Delafield, WI 53018
Top advisor by experience in Delafield
CFA
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Capital Investment Services of America
43yrs
Jeffrey Allsop
Financial advisor
111 E. Wisconsin Avenue, Suite 1310
Milwaukee, WI 53202
Top advisor by experience at Capital Investment Services of America
CFAFiduciary
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Thompson Investment Management
42yrs
John Thompson
Financial advisor
1255 Fourier Drive Suite 200
Madison, WI 53717
Top advisor by experience at Thompson Investment Management
CFAFee-only firm
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Robert W. Baird & Co.
42yrs
Laura Gough
Financial advisor
777 East Wisconsin Ave
Milwaukee, WI 53202
Top 2% by experience in Wisconsin
CFAFiduciary
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Tower View Wealth Management
40yrs
Raman Ghei
Financial advisor
Shorewood, WI
Top advisor by experience in Shorewood
CFA
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Ecio
39yrs
Robin Roquitte
Financial advisor
821 E Washington Avenue Suite 200
Madison, WI 53703
Top advisor by experience at Ecio
CFAFiduciary
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Madison Investment Advisors
39yrs
Jeffrey Matthias
Financial advisor
550 Science Drive
Madison, WI 53711
Top advisor by experience at Madison Investment Advisors
CFA
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Summit Financial Management
37yrs
Michael Scalise
Financial advisor
1001 W. Glen Oaks Lane Suite 205
Mequon, WI 53092
Top 6% by experience nationwide
CFA
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F L Putnam Investment Management
37yrs
Richard Burling
Financial advisor
309 North Water Street Suite 315
Milwaukee, WI 53202
Top 7% by experience in Wisconsin
CFAFiduciary
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Capital Investment Services of America
36yrs
Paul Muzzey
Financial advisor
111 E. Wisconsin Avenue, Suite 1310
Milwaukee, WI 53202
Top 7% by experience in Wisconsin
CFAFiduciary
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Merit Financial Advisors
34yrs
Brian Andrew
Financial advisor
1160 Fond DU Lac Ave
Sheboygan Falls, WI 53085
Top advisor by experience in Sheboygan Falls
CFAFiduciary
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Morgan Dempsey Capital Management
34yrs
Marc Dion
Financial advisor
111 Heritage Reserve Suite 200
Menomonee Falls, WI 53051
Top 6% by experience in Menomonee Falls
CFAFiduciary
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Resonant Capital Advisors
34yrs
Richard Thompson
Financial advisor
33 East Main Street Suite 440
Madison, WI 53703
Top advisor by experience at Resonant Capital Advisors
CFACFP®Fiduciary
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World Investment Advisors
33yrs
Jeffrey Nelson
Financial advisor
Germantown, WI
Top 11% by experience in Germantown
CFA
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Ameriprise Financial Services
33yrs
Gary Dunco
Financial advisor
300 N Corporate Dr Suite 100
Brookfield, WI 53045
Top 12% by experience in Wisconsin
CFACFP®Fiduciary
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Isthmus Partners
33yrs
Frank Gambino
Financial advisor
1 South Pinckney Street Suite 800
Madison, WI 53703
Top 11% by experience in Madison
CFAFiduciary
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Schaper Benz & Wise Investment Counsel
33yrs
Bradley Benz
Financial advisor
18 Jewelers Park Drive Suite 200
Neenah, WI 54957
Top advisor by experience at Schaper Benz & Wise Investment Counsel
CFAFiduciaryFee-only firm
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Nicholas
33yrs
Lawrence Pavelec
Financial advisor
411 E. Wisconsin Ave. Suite 2100
Milwaukee, WI 53202
Top 12% by experience in Milwaukee
CFAFiduciary
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F L Putnam Investment Management
32yrs
Joel Vrabel
Financial advisor
309 North Water Street Suite 315
Milwaukee, WI 53202
Top 12% by experience at F L Putnam Investment Management
CFAFiduciary
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1492 Capital Management
32yrs
Joseph Frohna
Financial advisor
111 East Wisconsin Avenue Suite 1300
Milwaukee, WI 53202
Top 13% by experience nationwide
CFA
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Northlake Capital Management
32yrs
Steven Birenberg
Financial advisor
Bayfield, WI
Top 14% by experience in Wisconsin
CFAFiduciaryFee-only firm
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Dana Investment Advisors
32yrs
Gregory Dahlman
Financial advisor
20700 Swenson Drive Suite 400
Waukesha, WI 53186
Top 14% by experience in Wisconsin
CFA
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Dana Investment Advisors
31yrs
Michael Stewart
Financial advisor
15800 W. Bluemound Rd. Suite 250
Brookfield, WI 53005
Top 14% by experience in Wisconsin
CFAFiduciary
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Focus Partners Wealth
31yrs
Daniel Murphy
Financial advisor
8000 Excelsior Drive Suite 201
Madison, WI 53717
Top 9% by experience at Focus Partners Wealth
CFAFiduciary
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