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Christopher James Hodges

Madison Investment Advisors, LLC

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About Christopher James Hodges

Christopher Hodges is an investment advisor representative at Madison Investment Advisors, LLC. Christopher has been in the financial services industry for over 13 years and has held previous roles at Legg Mason Investor Services, LLC and T. Rowe Price Investment Services, Inc. Christopher holds licenses Series 63, Series 65, Series 7, and SIE. Christopher specializes in working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Christopher's expertise includes financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Christopher Hodges is currently registered with Madison Investment Advisors, LLC. Madison Investment Advisors, LLC is an investment advisory firm based in Madison, WI, managing approximately $10 billion to $50 billion in assets. The firm provides advisory services to a variety of clients, including individuals, corporations, insurance companies, and charitable organizations. Their services include financial planning, pension consulting, and portfolio management. They are also a wrap fee program participant.
Madison Investment Advisors, LLC

550 SCIENCE DRIVE

MADISON, WI 53711

$13.24B

Assets Under Management

Not reported

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory portfolio management in wrap sponsor programs and models

Subadvisory portfolio management in wrap sponsor programs and models

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Christopher Hodges’s Registration & Firm History

WI

06/11/2024 - Present

Madison Investment Advisors, LLC (MADISON WI)

CT

01/23/2012 - 12/26/2014

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

MD

06/16/2011 - 01/13/2012

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

IA

Issued 06/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/2014

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James Hodges.
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