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Madison Partners

Headquartered in MADISON, WI

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Firm Information

Madison Partners is an investment advisor headquartered in Madison, Wisconsin. They provide financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. With approximately $1,094,186,882 in assets under management, they serve a wide range of clients. Their services include both discretionary and non-discretionary portfolio management.

Madison Partners

1502 W BROADWAY

MADISON, WI 53713

$1.09B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

MADISON PARTNERS has a total of 5 branch locations across the country.
location

Manitowoc, WI

location

WAUNAKEE, WI

location

Brodhead, WI

location

MADISON, WI

location

Madison, WI

Advisors at Madison Partners

View All 11 Advisors
Unclaimed
Carsen Daniel Strang

RA

MADISON, WI

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Unclaimed
Aaron Brandon Johnson

RA

Waunakee, WI

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Unclaimed
Nicholas Richard Simonson

RA

MADISON, WI

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Unclaimed
John Edward Cress

CFP®, RA

MANITOWOC, WI

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Unclaimed
Zachary Thomas Kuehl

CFP®, RA

MADISON, WI

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Unclaimed
Mark Peter McFarland

CFP®, RA

MADISON, WI

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Unclaimed
Shelley Marie Moffatt

RA

MADISON, WI

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Unclaimed
Nathaniel Macon Hedden

RA

MADISON, WI

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Disclosures

There are no public disclosures for Madison Partners.

Frequently Asked Questions (6)

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