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George Carpenter

Madison Partners

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About George Carpenter

George Carpenter is a financial advisor at Madison Partners. George has been in the industry since 2012 and is registered with the state of Wisconsin. George also holds a Series 7 and Series 66 license. George has experience providing financial advice to individuals, businesses, and pension plans. George is passionate about helping clients achieve their financial goals.

Firm Information

George Carpenter 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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George Carpenter’s Registration & Firm History

WI

10/16/2020 - Present

Madison Partners (MADISON WI)

WI

03/29/2012 - 10/20/2020

EDWARD JONES (BRODHEAD WI)

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Licenses & Designations

BOTH

Issued 04/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Carpenter.
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