Geneva Partners, LLC
Geneva Partners, LLC (CRD# 130768) is a financial advisory firm headquartered in Lake Geneva, WI. They manage $319,026,956 in 1,208 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management319MILLION
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Total Number of Accounts1,208ACCOUNTS
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Average Account Value$264,095
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IA, IL, MI, NJ, NY, OH, WI
Loren Cook (CRD# 4483937) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 22 years of experience in the finance industry.
Scott Farrow (CRD# 4912779) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 19 years of experience in the finance industry.
Valerie Lamp (CRD# 4120372) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 24 years of experience in the finance industry.
Mark McCurry (CRD# 1051014) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 32 years of experience in the finance industry.
Thomas Rowe (CRD# 2284275) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 31 years of experience in the finance industry.
Dean Schwefel (CRD# 6734249) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 7 years of experience in the finance industry.
Keith Schwefel (CRD# 6898493) is an Investment Advisor Representative working at Geneva Partners, LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Steven Schwefel (CRD# 1091898) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 39 years of experience in the finance industry.