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Mark Peter Mcfarland

MADISON WEALTH PARTNERS, INC.·MADISON, Wisconsin
Clean recordMADISON WEALTH PARTNERS, INC.
1502 W BROADWAY, MADISON, WI 53713CRD# 5484760Firm CRD# 305824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Peter Mcfarland · MADISON, WI
Registration
CRD #5484760 · MADISON WEALTH PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Peter Mcfarland is a registered financial advisor based in MADISON, Wisconsin, affiliated with MADISON WEALTH PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MADISON WEALTH PARTNERS, INC.
MADISON PARTNERS
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MADISON WEALTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5484760
Firm CRD# 305824
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Peter Mcfarland offer?
Mark Peter Mcfarland specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MADISON, Wisconsin for a consultation.
What are Mark Peter Mcfarland's credentials?
Mark Peter Mcfarland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Peter Mcfarland located?
Mark Peter Mcfarland is based in MADISON, Wisconsin, working with MADISON WEALTH PARTNERS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Mark Peter Mcfarland charge for services?
Mark Peter Mcfarland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MADISON WEALTH PARTNERS, INC.?
MADISON WEALTH PARTNERS, INC. has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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