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Madison Elizabeth Derden

Willow Financial LLC

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About Madison Elizabeth Derden

Madison Elizabeth Derden is an investment advisor representative with Willow Financial LLC. Madison holds Series 6, 63, and 65 licenses and has been in the financial services industry for over 5 years. Madison has experience providing financial planning, portfolio management, and selection of other advisors. Prior to joining Willow Financial LLC, Madison worked for Thrivent Investment Management Inc.

Firm Information

Madison Derden is currently registered with Willow Financial LLC. Willow Financial LLC is a registered investment advisor with 5 investment adviser representatives and manages approximately $110,460,632 in assets. They provide financial planning, selection of other advisers, and portfolio management for individuals and high-net-worth individuals. Their client base includes 38 high-net-worth individuals with $76,433,092 in assets under management and 65 individuals other than high-net-worth individuals with $34,027,540 in assets under management.

$110.46M

Assets Under Management

Not reported

Total Clients

5

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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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.

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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Madison Derden’s Registration & Firm History

AR

06/29/2023 - Present

Willow Financial LLC (ROGERS AR)

TN

10/05/2018 - 06/30/2023

THRIVENT INVESTMENT MANAGEMENT INC. (MEMPHIS TN)

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Licenses & Designations

IA

Issued 04/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Madison Elizabeth Derden.
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