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Kiernan Haney

Madison Investment Advisors, LLC

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About Kiernan Haney

Kiernan Haney is a registered Investment Advisor Representative and Securities Agent in Wisconsin. Kiernan has been in the financial industry since 2020 and is currently employed with Madison Investment Advisors, LLC. Kiernan specializes in providing financial advice to individuals, corporations, charitable organizations, insurance companies, banking and thrift institutions, pension and profit-sharing plans, and state or municipal government entities. Kiernan has passed the Series 65, Series 63, and Series 7TO exams, as well as the SIE exam.

Firm Information

Kiernan Haney 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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Kiernan Haney’s Registration & Firm History

WI

03/23/2023 - Present

Madison Investment Advisors, LLC (MADISON WI)

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Licenses & Designations

BC

Issued 11/21/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2023

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kiernan Haney.
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