Geneva Partners, LLC

Geneva Partners, LLC (CRD# 130768) is a financial advisory firm headquartered in Lake Geneva, WI. They manage $121,966,959 in 328 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $371,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Geneva Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mark S. McCurry
CRD#: 1051014
772 W. Main Street, Suite 301, Lake Geneva, WI 53147
96
Wealthminder
score

Mark McCurry (CRD# 1051014) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 26 years of experience in the finance industry. Mark McCurry 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.

2
Loren T. Cook
CRD#: 4483937
772 W. Main Street, Suite 301, Lake Geneva, WI 53147
93
Wealthminder
score

Loren Cook (CRD# 4483937) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 15 years of experience in the finance industry.

3
Scott G. Farrow
CRD#: 4912779
772 W. Main Street, Suite 301, Lake Geneva, WI 53147
93
Wealthminder
score

Scott Farrow (CRD# 4912779) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 12 years of experience in the finance industry.

4
Valerie A. Lamp
CRD#: 4120372
772 W. Main Street, Suite 301, Lake Geneva, WI 53147
90
Wealthminder
score

Valerie Lamp (CRD# 4120372) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 17 years of experience in the finance industry.

5
Steven P. Schwefel
CRD#: 1091898
772 West Main Street, Suite 301, Lake Geneva, WI 53147
68
Wealthminder
score

Steven Schwefel (CRD# 1091898) 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.