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John Edward Cress

Madison Partners

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About John Edward Cress

John Cress is an Investment Advisor Representative at Madison Partners. John has been in the financial services industry since 1982. John is registered in Wisconsin and is a Certified Financial Planner. John's previous employment includes positions at C.R.I. SECURITIES, INC., ASCEND FINANCIAL SERVICES, INC., CONSOLIDATED RESOURCES, INC., and FDI SECURITIES, INC.

Firm Information

John Cress 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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John Cress’s Registration & Firm History

WI

05/01/2024 - Present

Madison Partners (Manitowoc WI)

MN

08/30/1996 - 02/23/1999

C.R.I. SECURITIES, INC. (ST. PAUL MN)

MN

08/18/1988 - 02/23/1999

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

NA

06/18/1984 - 08/23/1988

CONSOLIDATED RESOURCES, INC.

NA

09/16/1983 - 05/01/1984

CONSOLIDATED RESOURCES, INC.

NA

01/26/1982 - 09/06/1983

FDI SECURITIES, INC.

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Licenses & Designations

IA

Issued 05/02/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Edward Cress.
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