Marilou Davido

WFA ASSET MANAGEMENT CORP

Whitefish Bay, WI 53217

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CRD#: 6785910

Professional summary

Marilou Davido, CFP® is a registered financial advisor currently at WFA ASSET MANAGEMENT CORP located in Whitefish Bay, Wisconsin.

Marilou is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Marilou has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 17, 2017 - Present

WFA ASSET MANAGEMENT CORP

Office #1: 633 E. Henry Clay Street, Whitefish Bay, WI 53217

CRD#: 106102

Whitefish Bay, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/23/2020)

IAR

Wisconsin
(8/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/17/2017

Uniform Investment Adviser Law Examination

Current Firm

WFA ASSET MANAGEMENT CORP

CRD#: 106102 / SEC#: 801-44808

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Contact information

Main Address

633 E. Henry Clay Street, Whitefish Bay, WI 53217

Mailing Address

P.o. Box 170020, Whitefish Bay, WI 53217

Phone number

(414) 727-8181

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

WFA ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,447
AUM (Assets Under Management)	$ 439,335,132

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Marilou Davido

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WFA ASSET MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2017

Current Firm

WFA ASSET MANAGEMENT CORP

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WFA ASSET MANAGEMENT CORP

TRUST BUT VERIFY

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