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 Member Demographics


CFA Society Madison currently has 243 members and 52 unaffiliated members. The following is a breakdown.

% of Total
CFA Charterholder Information Percent
CFA charterholder 96%
Non-charterholder  4%
Gender / Average Age
Male 91%
Average Age
Types of CFA Members
Regular 99%
Affiliate  1%

 Global Member and Society Breakdown

CFA Institute 
     Members - over 193,000
     Charterholders -  over 191,000
     Societies - 160
     Markets - 78
     CFA Exam Candidates - over 398,200

Americas Region
     Members - over 107,000
     CFA Exam Candidates - over 85,000

Europe, Middle East, Africa Region
     Members - over 42,400
     CFA Exam Candidates - over 66,100

ASIA Region
     Members - over 41,300​​
     CFA Exam Candidates - over 247,000

 Area Companies That Employ CFA Charterholders

American Family Insurance
Associated Banc-Corp
Axley Bryneslon
Baker Tilly Valuation
Bankers' Bank
Blackhawk Community Credit Union 
Brakebush Brothers Inc.
Buttonwood Partners
Calamos Investment
Cook Capital Management
CUNA Mutual Group
Dubuque Bank & Trust
eCIO, Inc
Epic Systems Corporation
Exact Sciences 
First Community Trust Bank
Four Lakes Capital Management, LLC
Goldman Sachs Asset Management
Harbor Capital Advisors, Inc
Heartland Financial USA
Isthmus Partners, LLC
Jack Henry & Associates
Jacobson & Schmitt Advisors
Johnson Financial Group
Kaplan Schweser
Kinship Trust Company
Klaas Financial Asset Advisors
Kovitz Investment Group
Kwik Trip
Legacy Private Trust Company
Madison Asset Management
Madison Gas & Electric 
Madison Investments 
Members Capital Advisor
Members Trust Company
Mendota Financial Group
Midwest Professional Planners
NFP Retirement
Nicolet Wealth Management
North Dakota Retirement and Investment Office
Ohnward Bancshares, Inc
OneBeacon Insurance Company
Park Bank
Remagiment Advisors
Resonant Capital Advisors
RMR​ Wealth Advisors LLC
Sentry Insurance Group a Mutual Company
Singlewire Software
Slatestone Wealth
State of Wisconsin Investment Board
Summit Credit Union
Thompson Investment Management
Thrivent Asset Management 
Thun Financial Advisors
Trust Point Inc
UBS Financial Services 
University of Wisconsin
US Bank
UW Credit Union
UW Foundation
UW Health 
Venture Investors
Wealth Enhancement Group
Wisco Investment Management
Wisconsin Alumni Research Foundation
Wisconsin Capital Management
WoodTrust Asset  Management 
WoodTrust Bank
WPS Health Solutions

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