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Mark Dana Henrickson

MADISON INVESTMENT ADVISORS, LLC·MADISON, Wisconsin
Unclaimed Profile
550 SCIENCE DRIVE, MADISON, WI 53711CRD# 4667962Firm CRD# 110297
01

About

Mark Dana Henrickson is a registered financial advisor based in MADISON, Wisconsin, affiliated with MADISON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MADISON INVESTMENT ADVISORS, LLC
MADISON INVESTMENT ADVISORS, LLC
AUM
$13.2B
Regulatory assets under management
Employees
95
Total firm employees
View all advisors at MADISON INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4667962
Firm CRD# 110297
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Dana Henrickson offer?
Mark Dana Henrickson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Mark Dana Henrickson's credentials?
Mark Dana Henrickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Dana Henrickson located?
Mark Dana Henrickson is based in MADISON, Wisconsin, working with MADISON INVESTMENT ADVISORS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Mark Dana Henrickson charge for services?
Mark Dana Henrickson'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 INVESTMENT ADVISORS, LLC?
MADISON INVESTMENT ADVISORS, LLC has approximately 95 employees and manages $13.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MADISON
Jennifer Lee Hauman Lazarus — ENVEST MICROFINANCE COOPERATIVEThomas Ronald Poehling — POEHLING CAPITAL MANAGEMENT, INC.Patrick William Poehling — POEHLING CAPITAL MANAGEMENT, INC.Daniel John Determan — CLF ASSET MANAGEMENT, INC.Alyssa Christine Rudakas — HANSBERGER GROWTH INVESTORS, LP
Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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