Advisers in Lake Geneva, WI

3 advisers in Lake Geneva — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Form Wealth Advisors, LLC431 Geneva National Ave S · Lake Geneva, WI 53147 · (262) 686-3005 · Financial planningCRD 326519 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reported Geneva Partners, LLC820 Geneva Parkway North, Suite 106 · Lake Geneva, WI 53147 · (262) 248-1350 · % of assets managedCRD 130768 · % of assets · $423.6 million AUMSEC registeredNo commissions reported Kramer Investment Services, LLC612 S. Wells Street, Unit G · Lake Geneva, WI 53147 · (262) 729-4128 · Financial planningCRD 169769 · % of assets, Hourly charges, Fixed fees · $63.0 million AUMState registeredNo commissions reported

Talking to advisers in Lake Geneva? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.