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Cynthia Kay Bohlen

RIVERWATER PARTNERS LLC·MILWAUKEE, Wisconsin
Unclaimed Profile
1433 N. WATER STREET, MILWAUKEE, WI 53202CRD# 2419326Firm CRD# 283540
01

About

Cynthia Kay Bohlen is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with RIVERWATER PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RIVERWATER PARTNERS LLC
RIVERWATER PARTNERS LLC
AUM
$872M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at RIVERWATER PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2419326
Firm CRD# 283540
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cynthia Kay Bohlen offer?
Cynthia Kay Bohlen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Cynthia Kay Bohlen's credentials?
Cynthia Kay Bohlen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cynthia Kay Bohlen located?
Cynthia Kay Bohlen is based in MILWAUKEE, Wisconsin, working with RIVERWATER PARTNERS LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Cynthia Kay Bohlen charge for services?
Cynthia Kay Bohlen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVERWATER PARTNERS LLC?
RIVERWATER PARTNERS LLC has approximately 12 employees and manages $872M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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