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Victor Enrique Rodriguez

ISTHMUS PARTNERS, LLC·MADISON, Wisconsin
Series 7, Series 66Clean record23 years registeredISTHMUS 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

ISTHMUS PARTNERS, LLC
Jun 2014 – present
ROBERT W. BAIRD & CO. INCORPORATED
Mar 2003 – Jun 2014
MADISON, WI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · March 24, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ISTHMUS PARTNERS, LLC
CRD 171279 · SEC 801-79683
AUM
$1.1B
Regulatory assets under management
Employees
16
1,352 client accounts
Services offered by ISTHMUS PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ISTHMUS PARTNERS, LLC →
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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
CFA
Jeremy R Baier
MADISON, WI
David A Hackworthy
MADISON, WI
Joel Carter Mcneil
MADISON, WI

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