RIAs in Lake Geneva, WI

3 RIAs based in Lake Geneva, Wisconsin managing a combined $1.5B.

Form Wealth Advisors, LLC

RIA

Lake Geneva, WI

AUM $1.1BTEAM 16REPS 9

Geneva Partners, LLC

RIA

Lake Geneva, WI

AUM $424MTEAM 9REPS 9

Kramer Investment Services, LLC

RIA

Lake Geneva, WI

AUM $63MTEAM 3REPS 1

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