Company Information

Get to know CFO Solutions of Wisconsin

Founded in 2008, CFO Solutions of Wisconsin offers experienced financial leadership and strategic advisory services to small- and mid-sized companies that do not require a full-time Chief Financial Officer. The firm's mission is to provide businesses with the financial expertise necessary to support growth, improve profitability, and navigate complex financial challenges. Their services include part-time CFO and controller functions, bookkeeping, strategic planning, cash flow management, succession planning, and assistance with mergers and acquisitions.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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CFO Solutions of Wisconsin

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.