Unclaimed Profile

Cheryl Anne Dowsett

M&I FINANCIAL ADVISORS, INC.·MILWAUKEE, Wisconsin

SIE, Series 7, Series 24, Series 53, Series 63Clean record20 years registeredM&I FINANCIAL ADVISORS, INC.

111 EAST KILBOURN AVENUE SUITE 200, MILWAUKEE, WI 53202CRD# 2196570Firm CRD# 16517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cheryl Anne Dowsett · MILWAUKEE, WI

Registration

CRD #2196570 · M&I FINANCIAL ADVISORS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: M&I FINANCIAL ADVISORS, INC.

M&I FINANCIAL ADVISORS, INC.

Sep 2005 – Feb 2010

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · September 15, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M&I FINANCIAL ADVISORS, INC.

CRD 16517 · SEC 801-74429

AUM

$3.8B

Regulatory assets under management

Employees

251

36,252 client accounts

Services offered by M&I FINANCIAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at M&I FINANCIAL ADVISORS, INC. →

Introduction

Speak with Cheryl Anne

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cheryl Anne is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cheryl Anne Dowsett offer?

Cheryl Anne Dowsett specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Cheryl Anne Dowsett's credentials?

Cheryl Anne Dowsett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Anne Dowsett located?

Cheryl Anne Dowsett is based in MILWAUKEE, Wisconsin, last registered with M&I FINANCIAL ADVISORS, INC..

How does Cheryl Anne Dowsett charge for services?

Cheryl Anne Dowsett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M&I FINANCIAL ADVISORS, INC.?

M&I FINANCIAL ADVISORS, INC. has approximately 251 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →