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Michael Drew Elder

GENEVA CAPITAL MANAGEMENT LLC·MILWAUKEE, Wisconsin
SIE, Series 3, Series 7, Series 24, Series 53, Series 63Clean recordGENEVA CAPITAL MANAGEMENT LLC
100 E WISCONSIN AVENUE, SUITE 2550, MILWAUKEE, WI 53202CRD# 2328124Firm CRD# 105432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Drew Elder · MILWAUKEE, WI
Registration
CRD #2328124 · GENEVA CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GENEVA CAPITAL MANAGEMENT LLC
CRD 105432 · SEC 801-28444
AUM
$5.8B
Regulatory assets under management
Employees
21
3,835 client accounts
Services offered by GENEVA CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at GENEVA CAPITAL MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Michael Drew Elder offer?
Michael Drew Elder specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Michael Drew Elder's credentials?
Michael Drew Elder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Drew Elder located?
Michael Drew Elder is based in MILWAUKEE, Wisconsin, working with GENEVA CAPITAL MANAGEMENT LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Michael Drew Elder charge for services?
Michael Drew Elder's firm is compensated through percentage of aum, other: model portfolio fees based on underlying assets.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENEVA CAPITAL MANAGEMENT LLC?
GENEVA CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GENEVA CAPITAL MANAGEMENT LLC

Matthew Paul Pistorio
MILWAUKEE, WI
Michelle Jean Picard
MILWAUKEE, WI
William S Priebe
MILWAUKEE, WI
Jose Manuel Munoz Quiroga
MILWAUKEE, WI
Kristin Stanek
MILWAUKEE, WI
Amy S. Croen
MILWAUKEE, WI

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