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Brian M Ericson-huneck

Madison Partners

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About Brian M Ericson-huneck

Brian Ericson-huneck is an investment advisor representative at Madison Partners. Brian is a licensed advisor with a focus on individual and pension consulting. Brian previously worked at PRIVATE CLIENT SERVICES, LLC and holds active state registrations in Wisconsin.

Firm Information

Brian Ericson-huneck is currently registered with Madison Partners. 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.

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Brian Ericson-huneck’s Registration & Firm History

WI

05/30/2023 - Present

Madison Partners (MADISON WI)

WI

09/02/2022 - 04/17/2023

PRIVATE CLIENT SERVICES, LLC (Green Bay WI)

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Licenses & Designations

BOTH

Issued 10/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian M Ericson-huneck.
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