Unclaimed
John Madson is a financial advisor at Osaic Wealth, Inc., located in Minnetonka, MN. John has been in the financial services industry since June 4, 2006, and has a deep understanding of the industry. John is a Certified Financial Planner and holds Series 7 and Series 66 licenses. John's previous experience includes working at SAGEPOINT FINANCIAL, INC. and AMERIPRISE FINANCIAL SERVICES, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
09/01/2023 - Present
Osaic Wealth, Inc. (Minnetonka MN)
MN
04/01/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST LOUIS PARK MN)
MN
06/05/2006 - 04/09/2010
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
BOTH
Issued 06/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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