Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
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.
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
Active
Inactive
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