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Peter White Madlem

Avalan, LLC

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About Peter White Madlem

Peter Madlem is an investment advisor representative at Avalan, LLC. Peter has over 30 years of experience in the financial services industry and has been a registered investment advisor since 1992. Peter is also a Chartered Financial Analyst (CFA). Peter is focused on providing financial advice and portfolio management services to individuals, families, and small businesses. Avalan, LLC is an independent investment advisory firm that provides financial advice and portfolio management services to a variety of clients, including individuals, families, foundations, and endowments. The firm has a strong focus on providing personalized service and customized investment solutions.

Firm Information

Peter Madlem is currently registered with Avalan, LLC. Avalan, LLC is a registered investment advisor based in SANTA BARBARA, CA. The firm has 2 licensed agents and manages approximately $405,417,977 in regulatory assets under management. Avalan, LLC specializes in financial planning, portfolio management for individuals, and educational seminars. They serve high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
Avalan, LLC

233 E CARILLO

SANTA BARBARA, CA 93101

$405.42M

Assets Under Management

Not reported

Total Clients

10

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.

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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Peter Madlem’s Registration & Firm History

CA

01/14/2022 - Present

Avalan, LLC (SANTA BARBARA CA)

NA

10/30/1987 - 03/02/1988

WADDELL & REED, INC.

NA

07/10/1987 - 08/21/1987

TALLEY, MCNEIL & TORMEY, INC.

NA

11/19/1985 - 04/30/1987

THOMSON MCKINNON SECURITIES INC.

NA

07/23/1985 - 11/26/1985

WADDELL & REED, INC.

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Licenses & Designations

IA

Issued 10/05/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/1994

Series 2 - Non-Member General Securities Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter White Madlem.
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