Marilou Davido, financial advisor Whitefish Bay WI

Marilou Davido

CRD Number: 6785910
Current Firm: Wfa Asset Management Corp

Marilou Davido (CRD# 6785910) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has over 3 years of experience in the finance industry. Marilou Davido has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wfa Asset Management Whitefish Bay, WI Feb 2015 - Current 6
Home Depot West Allis, WI May 2013 - Feb 2015 1
Clifton Larson Allen Fka Clifton Gunderson Wauwatosa, WI May 2005 - Jun 2013 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Marilou Davido
Phone Number: 414-727-8181
Firm Website: https://wfa-asset.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    289
    MILLIONS
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $673,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, IL, TX, WI

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