Marilou
Davido
Wfa Asset Management Corp
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About this Advisor
Marilou Davido is a certified financial planner who works in Milwaukee, Wisconsin with 6 years of industry experience. Davido is an employee of Wfa Asset Management Corp. Davido has gained experience at Wfa Asset Management, Home Depot and Clifton Larson Allen Fka Clifton Gunderson. Davido maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Texas and Wisconsin. Wfa Asset Management Corp is an advisory business operating out of Milwaukee, WI. It handles $313 million in assets under management across its 465 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 465 client accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets. Wfa Asset Management Corp has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fee schedules vary depending on which services are offered. Fees charged by Wfa Asset Management Corp can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wfa Asset Management Corp Brokerage Details
$313,185,621
7
465
$673,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Marilou Davido Work History
Marilou has been registered as a financial advisor for 6 years.*
Wfa Asset Management
Home Depot
Clifton Larson Allen Fka Clifton Gunderson
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marilou Davido to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wfa Asset Management Corp
Milwaukee, WI
Milwaukee, WI
Milwaukee, WI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
