Financial ADVSR advisor directory · SEC adviser records
Madison Partners financial advisors in Madison, WI
Every SEC-registered investment adviser representative at a Madison Partners office in Madison, A to Z.
28 registered advisors work at Madison Partners in Madison, out of 43 at the firm nationwide; it ranks number 3 in the city by advisors. 6 list the CFP designation and 1 are also registered broker representatives.
Madison Partners advisors in Madison, A to Z
Every Madison Partners advisor →- Brian J. AnaniaCertified Financial Planner
- Carly C. BurgessInvestment adviser rep
- George CarpenterInvestment adviser rep
- John E. Cress IVCertified Financial Planner
- Ronald R. Demers Jr.Investment adviser rep
- Altug DincturkChartered Financial Analyst
- Thomas J. Dohogne Jr.Certified Financial Planner
- Aidan M. DonahueInvestment adviser rep
- Julia M. EllisorInvestment adviser rep
- Keaton H. HamiltonInvestment adviser rep
- Nathaniel M. HeddenInvestment adviser rep
- Shane D. KielerCertified Financial Planner
- Zachary T. KuehlCertified Financial Planner
- Yu LiInvestment adviser rep
- James McCombInvestment adviser rep
- Christopher E. McCoyCertified Financial Planner
- Cole R. McIlroyInvestment adviser rep
- Shyan R. MoayediAlso a broker rep
- Shelley M. MoffattInvestment adviser rep
- Mary O. MorrowInvestment adviser rep
- Laura P. NashInvestment adviser rep
- Callie PerallonInvestment adviser rep
- Richard C. PreciousInvestment adviser rep
- Hahna L. RadaInvestment adviser rep
- David RoasaInvestment adviser rep
- Kai B. SchusterInvestment adviser rep
- Suzanne R. SorianoInvestment adviser rep
- Carsen D. StrangInvestment adviser rep
Madison Partners advisors in every city and state →Madison Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Madison Partners advisors in other cities
Waunakee, WI 2Wausau, WI 2Coventry, CT 1Gladwin, MI 1Miami, FL 1Naperville, IL 1Palos Park, IL 1Pewaukee, WI 1Phoenix, AZ 1Ridgefield, WA 1Sarasota, FL 1Shelburne, VT 1Washougal, WA 1
Other firms in Madison
All Madison advisors →LPL Financial LLC 52Ameriprise Financial Services, LLC 39UBS Financial Services Inc. 28Pfs Investments Inc. 24Edward Jones 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Osaic Wealth, Inc. 18Cetera Investment Advisers LLC 17Harbour Investments, Inc. 17Thrivent Investment Management Inc. 16RBC Capital Markets, LLC 15Madison Investment Advisors, LLC 14
Questions
How many financial advisors does Madison Partners have in Madison?
28 investment adviser representatives are registered at Madison Partners offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 43 nationwide. 6 list the CFP designation and 1 are also registered as broker representatives.
Is Madison Partners one of the largest advisor employers in Madison?
Madison Partners ranks number 3 in Madison by registered advisors; LPL Financial LLC has the most, with 52.
How do I check a Madison Partners advisor in Madison?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Madison Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.