CFA Society Madison

A Member of the CFA Institute Global Network of Societies


 Member Demographics


CFA Society Madison currently has 205 members and 43 unaffiliated members. The following is a breakdown.

% of Total
CFA Charterholder Information Percent
CFA charterholder 94%
Non-charterholder 6%
Male 89%
Female 11%
Member Dempgraphic Averages
Years with the Charter 12
Years in the Industry 20
Age 46
Types of CFA Members
Regular 98%
Affiliate 2%

 Global Member and Society Breakdown

CFA Institute 
     Members - over 145,000
     Chartherholders -  over 139,000
     Societies - 147
     Countries & Territories - 159
     CFA Exam Candidates - 234,050

Americas Region
     Members - over 85,000
     Societies - 89
     CFA Exam Candidates - 77,132

Europe, Middle East, Africa Region
     Members - over 28,000
     Societies - 41
     CFA Exam Candidates - 47,705

ASIA Region
     Members - over 25,000​
     Societies - 17
     CFA Exam Candidates - 99,214​

 Area Companies That Employ CFA Charterholders

Alliant Energy Corporation
American Family Insurance
American Transmission Co.
American Trust & Savings Bank
Asset Builders of America
Associated Banc-Corp
Aurora Health Care
Axley Bryneslon
Baker Tilly Valuation
Bankers' Bank
Banyan Partners
BMO Private Bank
Buttonwood Partners
Capital Wealth Advisory Group
CUNA Mutual Group
Dubuque Bank & Trust
Eagle Trading Systems
Energy Center of Wisconsin
Financial Advantage
First Community Trust Bank
Forward Community Investments
Fountainhead Jubilee
Gamble Consulting
Global Reach Management
Great American Insurance Company
Jacobson & Schmitt Advisors
Johnson Bank
Kaplan Schweser
Kevin Bay Investments
M&I Wealth Management
Madison Asset Management
Madison College
Madison Investment Advisors
Members Capital Advisor
Mendota Financial Group
Merrill Lynch Wealth Management
Midwest Professional Planners
Morgan Stanley Smith Barney
Musser Capital Advisors
Nakoma Capital Management
National City Bank
Northern Capital Management
Parilux Investment Technology
Provident Trust Company
QuadCapital Advisors
Reinhart Patners
Robert W. Baird & Co.
RMR​ Advisors
Sentry Insurance Group
Singlewire Software
State of Wisconsin Investment Board
Summit Credit Union
Sun Life Financial
SVA Plumb Wealth Management
Telephone & Data Systems
The Jahnke Company
Thompson Investment Management
Trust Point
Unity Health Plans Insurance Corporation
University of Wisconsin
US Bank
UW Credit Union
UW Foundation
UW Milwaukee
UW Whitewater
Venture Investors
Victory Capital Management
Wisco Investment Management
Wisconsin Alumni Research Foundation
Wisconsin Housing and Economic Development Authority
WoodTrust Bank
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