Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindi? Claim Your ProfileMindi Anne Endres is a financial advisor registered with the state of Wisconsin. Mindi has been in the industry since 2002 and is currently employed by Madison Investment Advisors, LLC. Previous employers include BMO HARRIS FINANCIAL ADVISORS, INC., M&I FINANCIAL ADVISORS, INC, LINCOLN FINANCIAL ADVISORS CORPORATION, M&I BROKERAGE SERVICES, INC. and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Mindi holds a Series 7, Series 63 and Series 66 license. Mindi also holds the SIE exam. Mindi is actively involved in the community and is a kickboxing instructor at Hybrid Fitness, LLC. Mindi specializes in portfolio management for individuals and businesses. Mindi is committed to providing her clients with the highest level of service and is dedicated to helping them reach their financial goals.
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.
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.
Subadvisory portfolio management in wrap sponsor programs and models
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
WI
05/22/2024 - Present
Madison Investment Advisors, LLC (MADISON WI)
WI
08/01/2012 - 05/09/2014
BMO HARRIS FINANCIAL ADVISORS, INC. (MADISON WI)
WI
04/13/2012 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (MADISON WI)
WI
06/26/2006 - 03/30/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (MADISON WI)
WI
02/18/2005 - 06/15/2006
M&I BROKERAGE SERVICES, INC. (MADISON WI)
IN
07/02/2002 - 02/01/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/02/2002 - 02/01/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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