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 Member Demographics


CFA Society Madison currently has 228 members and 43 unaffiliated members. The following is a breakdown.

% of Total
CFA Charterholder Information Percent
CFA charterholder 95%
Non-charterholder 5%
Male 89%
Member Dempgraphic Averages
Years with the Charter 12
Years in the Industry 20​
Age 48
Types of CFA Members
Regular 98%
Affiliate 2%

 Global Member and Society Breakdown

CFA Institute 
     Members - over 163,000
     Chartherholders -  over 139,000
     Societies - 159
     Countries - 90
     CFA Exam Candidates - 319,000

Americas Region
     Members - over 97,000
     CFA Exam Candidates - 88,000

Europe, Middle East, Africa Region
     Members - over 35,000
     CFA Exam Candidates - 58,000

ASIA Region
     Members - over 31,000​​
     CFA Exam Candidates - 173,000

 Area Companies That Employ CFA Charterholders

American Family Insurance
Artful Home
Asset Builders of America
Associated Banc-Corp
Axley Bryneslon
Baker Tilly Valuation
Bankers' Bank
Blackhawk Community Credit Union 
BMO Private Bank
Bronfam E.L. Rothschild
Buttonwood Partners
Catalyst Funds
CUNA Mutual Group
Dubuque Bank & Trust
eCIO, Inc
Exact Sciences 
First Affirmative Financial Network, LLC
First Business Financial Services 
First Community Trust Bank
Goldman Sachs Asset Management 
Goodwin Landing Partners 
Harbor Capital Advisors, Inc
Heartland Financial USA
Investment Management Consulting Group
Isthmus Partners, LLC
Jacobson & Schmitt Advisors
Johnson Financial Group
Kaplan Schweser
Kevin Bay Investments
Kovitz Investment Group
Legacy Private Trust Company
Madison Asset Management
Madison College
Madison Investment Advisors
Members Capital Advisor
Members Trust Company
Mendota Financial Group
Midwest Professional Planners
Morgan Stanley 
National Guardian Life Insurance Company
OBS Financial 
Ohnward Bancshares, Inc
OneBeacon Insurance Company
Park Bank
ProfitStars, Inc
Public Service Commissions of Wisconsin
Quad Capital Advisors
Remagiment Advisors
Resonant Capital Advisors
RMR​ Advisors
Sentry Insurance Group a Mutual Company
Singlewire Software
State of Wisconsin Investment Board
Summit Credit Union
SVA Financial Group
Thompson Investment Management
Thrivent Asset Management 
Thun Financial Advisors
Trillium Asset Management 
Trust Point Inc
UBS Financial Services 
University of Wisconsin
US Bank
UW Credit Union
UW Foundation
UW Health 
Venture Investors
Wisco Investment Management
Wisconsin Alumni Research Foundation
Wisconsin Capital Management
Wisconsin Economic Development Corporation 
WoodTrust Asset  Management 
WPS Health Solutions

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