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Robert Charles Lindner

Madison Investment Advisors, LLC

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About Robert Charles Lindner

Robert Lindner is a financial advisor with Madison Investment Advisors, LLC and Madison Asset Management. Robert has been in the industry since 2009 and has a Series 6, Series 63, and Series 65 license. Robert is also a Vice Chair of the Governance Committee on the Board of Directors for Summit Credit Union in Madison, WI. Robert provides financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.

Firm Information

Robert Lindner 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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Robert Lindner’s Registration & Firm History

WI

02/24/2017 - Present

Madison Investment Advisors, LLC (MADISON WI)

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Licenses & Designations

BC

Issued 12/04/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Charles Lindner.
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