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Victor Enrique Rodriguez

ISTHMUS PARTNERS, LLC·MADISON, Wisconsin
Clean recordISTHMUS PARTNERS, LLC
1 SOUTH PINCKNEY STREET, MADISON, WI 53703CRD# 1314441Firm CRD# 171279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Victor Enrique Rodriguez · MADISON, WI
Registration
CRD #1314441 · ISTHMUS PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Victor Enrique Rodriguez is a registered financial advisor based in MADISON, Wisconsin, affiliated with ISTHMUS PARTNERS, 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ISTHMUS PARTNERS, LLC
ISTHMUS PARTNERS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at ISTHMUS PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1314441
Firm CRD# 171279
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Victor Enrique Rodriguez offer?
Victor Enrique Rodriguez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Victor Enrique Rodriguez's credentials?
Victor Enrique Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victor Enrique Rodriguez located?
Victor Enrique Rodriguez is based in MADISON, Wisconsin, working with ISTHMUS PARTNERS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Victor Enrique Rodriguez charge for services?
Victor Enrique Rodriguez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ISTHMUS PARTNERS, LLC?
ISTHMUS PARTNERS, LLC 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 ISTHMUS PARTNERS, LLC

Frank Joseph Gambino
MADISON, WI
David A Hackworthy
MADISON, WI
Jeremy R Baier
MADISON, WI
Ryan Matthew Cobb
MADISON, WI
Joel Carter Mcneil
MADISON, WI

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