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Terms of Use:
This member directory is compiled by the CFA Society of Milwaukee to provide the public with access to information about investment professionals who are members. Most of these individuals hold the respected Chartered Financial Analyst (CFA)® designation and all pledge to adhere to the CFA Institute Code of Ethics and Standard of Professional Conduct.
Not all CFA Society of Milwaukee members are listed in this directory. This directory contains information about members who have specifically requested to be included on this list. Participation in this directory is voluntary.
This directory is provided without warranties or guarantees as to its accuracy or completeness and the data is the sole responsibility of the investment professional providing it. CFA Society of Milwaukee does not endorse the individuals described in the directory or the services they provide. In no event shall CFA Society of Milwaukee be liable to any individual or entity for any decision made or for action taken by those who rely on information provided by one of these investment professionals. You should take steps to confirm the validity of the information provided. Professional conduct inquiries for any individual listed in the directory should be sent to pcprogram@cfainstitute.org.
This directory is provided solely to assist visitors in finding financial professionals and may not be used to contact members for any other purpose, including unsolicited commercial offers.
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