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Stuart Paul Dybdahl

Madison Investment Advisors, LLC

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About Stuart Paul Dybdahl

Stuart Paul Dybdahl is a financial advisor with over 10 years of experience in the industry. Stuart currently works for Madison Investment Advisors, LLC, a firm with over $10 billion in assets under management. Stuart is a Series 7 and Series 66 licensed advisor and specializes in working with individuals, corporations, pension and profit sharing plans, charitable organizations, insurance companies, banking institutions, and state or municipal government entities. Stuart previously worked at Northwestern Mutual Investment Services, LLC.

Firm Information

Stuart Dybdahl 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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Stuart Dybdahl’s Registration & Firm History

WI

09/03/2015 - Present

Madison Investment Advisors, LLC (MADISON WI)

WI

04/07/2014 - 08/28/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)

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Licenses & Designations

BOTH

Issued 07/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stuart Paul Dybdahl.
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