Marilou Davido (CRD# 6785910) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has over 6 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.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wfa Asset Management | Whitefish Bay, WI | Feb 2015 - Current | 9 |
| Home Depot | West Allis, WI | May 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- TX
- WI
-
Total Assets Under Management374MILLIONS
-
Total Number of Accounts1,395ACCOUNTS
-
Average Account Value$268,025
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, IL, TX, WI
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