About Madison Partners
At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - our personalized service will help you address your needs, wants, financial goals and objectives for many years to come.
What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client.
We will be open and transparent in our discussions. We will be strategic and comprehensive in our financial planning.
We will be both tax efficient and cost efficient in our investment management, asset allocation and asset location strategy.We will be diligent in our partnership and will lead the relationships alongside your tax and legal professionals.
We will be a firm you and your family can count on to deliver.
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General Information
Firm Start Year
No. of Employees
10-19
CRD#
6051170
Firm CRD#
305824
Years of Experience in Financial Services
12
Number of Years with Current Firm
2
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Assets Managed by Advisor
$70,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Education
Bachelor of Business Administration - Finance
University of Wisconsin-Whitewater
2007 -2009
Masters of Business Administration - Finance
University of Wisconsin-Whitewater
2009 -2011
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891349/financialplanners-Madison-Partners-detailed-disclosure.html