Geneva Partners, LLC

CRD 130768 · Lake Geneva, WI · $423.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 130768
SEC number: 801-107776
Firm type: RIA
Assets under management: $423.6M as of Apr 1, 2026
Website: www.genevapartnersllc.com ↗
Phone: 262-248-1350
Address: 820 Geneva Parkway North, Lake Geneva, WI, 53147

Advisors at this firm

9 in our index · page 1 of 1

Loren Terry CookCRD 4483937 · Lake Geneva, WI

IA RegisteredRegistration inactive
Karin Rae CookCRD 8134547 · Kewanee, IL

IA Registered
Scott Gregory FarrowCRD 4912779 · Lake Geneva, WI

IA RegisteredRegistration inactive
Valerie Ann LampCRD 4120372 · Lake Geneva, WI

IA Registered
Mark Stephan MccurryCRD 1051014 · Lake Geneva, WI

IA Registered
Thomas Eugene RoweCRD 2284275 · Lake Geneva, WI

IA RegisteredRegistration inactive

Disclosure event(s) on record
Steven Perry SchwefelCRD 1091898 · Lake Geneva, WI

IA Registered

Disclosure event(s) on record
Dean Robert SchwefelCRD 6734249 · Lake Geneva, WI

IA Registered
Keith Joseph SchwefelCRD 6898493 · Chicago, IL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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