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Madeline Marie Stutz

THE Millstone Evans Group, LLC

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About Madeline Marie Stutz

Madeline Marie Stutz is an Investment Advisor Representative associated with The Millstone Evans Group, LLC, a Registered Investment Advisor firm located in Boulder, Colorado. Madeline is licensed to provide investment advice in Colorado. Madeline has been in the industry since 2013. Madeline's expertise includes providing financial planning, portfolio management services, and educational seminars to individuals, businesses, and charitable organizations. Madeline has a strong commitment to helping clients reach their financial goals.

Firm Information

Madeline Stutz is currently registered with THE Millstone Evans Group, LLC. THE Millstone Evans Group, LLC is a Boulder, Colorado-based registered investment advisor. With a team of experienced professionals, they provide financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. The firm also manages assets for corporations, charitable organizations, and high-net-worth individuals. They offer a wrap fee program and manage over $700 million in assets.
THE Millstone Evans Group, LLC

4940 PEARL EAST CIRCLE

BOULDER, CO 80301

$700.34M

Assets Under Management

Not reported

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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blogs and podcasts

Blogs and podcasts

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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Madeline Stutz’s Registration & Firm History

CO

11/16/2023 - Present

THE Millstone Evans Group, LLC (BOULDER CO)

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Licenses & Designations

IA

Issued 11/16/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Madeline Marie Stutz.
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