Geneva Partners, LLC

Geneva Partners, LLC (CRD# 130768) is a financial advisory firm headquartered in Lake Geneva, WI. They manage $290,354,601 in 1,154 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    1,154
    ACCOUNTS
  • Average Account Value
    $251,607
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, MI, NJ, NY, OH, WI

Financial Advisors at Geneva Partners, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Loren T. Cook
CRD#: 4483937
772 West Main Street, Suite 301, Lake Geneva, WI 53147

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.

2
Scott G. Farrow
CRD#: 4912779
772 West Main Street, Suite 301, Lake Geneva, WI 53147

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.

3
Valerie A. Lamp
CRD#: 4120372
772 West Main Street, Suite 301, Lake Geneva, WI 53147

Valerie Lamp (CRD# 4120372) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 23 years of experience in the finance industry.

4
Mark S. McCurry
CRD#: 1051014
772 West Main Street, Suite 301, Lake Geneva, WI 53147

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.

5
Thomas E. Rowe
CRD#: 2284275
772 West Main Street, Suite 301, Lake Geneva, WI 53147

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.

6
Dean R. Schwefel
CRD#: 6734249
772 West Main Street, Suite 301, Lake Geneva, WI 53147

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.

7
Keith J. Schwefel
CRD#: 6898493
Chicago, IL

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.

8
Steven P. Schwefel
CRD#: 1091898
772 West Main Street, Suite 301, Lake Geneva, WI 53147

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.

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