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Mark Peter Mcfarland

MADISON WEALTH PARTNERS, INC.·MADISON, Wisconsin
SIE, Series 7, Series 66CFPClean record16 years registeredMADISON 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. · 16 years registered
Brand Profile
Not yet started
01

Career History

MADISON PARTNERS
Mar 2020 – present
EDWARD JONES
Jul 2010 – Mar 2020
WAUNAKEE, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 12, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MADISON WEALTH PARTNERS, INC.
CRD 305824 · SEC 801-118168
AUM
$1.1B
Regulatory assets under management
Employees
16
5,779 client accounts
Services offered by MADISON WEALTH PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MADISON WEALTH PARTNERS, INC. →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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Other Advisors at MADISON WEALTH PARTNERS, INC.

Shane Daniel Kieler
MADISON, WI
CFP

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