Unclaimed Profile

Frank Edward Burgess

MADISON ASSET MANAGEMENT, LLC·MADISON, Wisconsin

Series 2, Series 65Clean record34 years registeredMADISON ASSET MANAGEMENT, LLC

550 SCIENCE DRIVE, MADISON, WI 53711CRD# 2169320Firm CRD# 130874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank Edward Burgess · MADISON, WI

Registration

CRD #2169320 · MADISON ASSET MANAGEMENT, LLC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MADISON ASSET MANAGEMENT, LLC

MADISON INVESTMENT ADVISORS, LLC

Jan 2011 – Jun 2023

MADISON, WI

MADISON INVESTMENT HOLDINGS, INC

Sep 1991 – Dec 2019

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · September 24, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADISON ASSET MANAGEMENT, LLC

CRD 130874 · SEC 801-62992

AUM

$4.5B

Regulatory assets under management

Employees

49 client accounts

Services offered by MADISON ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at MADISON ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Frank Edward Burgess offer?

Frank Edward Burgess specializes in Investment Management, Wealth Management.

What are Frank Edward Burgess's credentials?

Frank Edward Burgess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Edward Burgess located?

Frank Edward Burgess is based in MADISON, Wisconsin, last registered with MADISON ASSET MANAGEMENT, LLC.

How does Frank Edward Burgess charge for services?

Frank Edward Burgess's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MADISON ASSET MANAGEMENT, LLC?

MADISON ASSET MANAGEMENT, LLC has approximately 95 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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