Unclaimed Profile

Michelle Jean Picard

GENEVA CAPITAL MANAGEMENT LLC·MILWAUKEE, Wisconsin

Series 6, Series 63Clean record27 years registeredGENEVA CAPITAL MANAGEMENT LLC

100 E WISCONSIN AVENUE, SUITE 2550, MILWAUKEE, WI 53202CRD# 2991984Firm CRD# 105432

Profile Verification

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

Identity

Michelle Jean Picard · MILWAUKEE, WI

Registration

CRD #2991984 · GENEVA CAPITAL MANAGEMENT LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GENEVA CAPITAL MANAGEMENT LLC

GENEVA CAPITAL MANAGEMENT LLC

Aug 1999 – Jul 2017

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · August 5, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENEVA CAPITAL MANAGEMENT LLC

CRD 105432 · SEC 801-28444

AUM

$5.8B

Regulatory assets under management

Employees

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 Michelle Jean Picard offer?

Michelle Jean Picard specializes in Investment Management, Retirement Planning, Wealth Management.

What are Michelle Jean Picard's credentials?

Michelle Jean Picard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Jean Picard located?

Michelle Jean Picard is based in MILWAUKEE, Wisconsin, last registered with GENEVA CAPITAL MANAGEMENT LLC.

How does Michelle Jean Picard charge for services?

Michelle Jean Picard'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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