Unclaimed Profile

Eric Lee Madson

MIDWEST PROFESSIONAL PLANNERS, LTD.·WAUSAU, Wisconsin

SIE, Series 6, Series 7, Series 22, Series 63, Series 65ChFCClean record27 years registeredMIDWEST PROFESSIONAL PLANNERS, LTD.

2610 STEWART AVENUE, SUITE 100, WAUSAU, WI 54401CRD# 1300032Firm CRD# 112995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Lee Madson · WAUSAU, WI

Registration

CRD #1300032 · MIDWEST PROFESSIONAL PLANNERS, LTD. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MIDWEST PROFESSIONAL PLANNERS, LTD.

MIDWEST PROFESSIONAL PLANNERS, LTD.

Apr 2006 – Jul 2024

Duluth, MN

AXA ADVISORS, LLC

Jul 1999 – Jun 2011

PROCTOR, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · July 21, 1999

Years registered · 27

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIDWEST PROFESSIONAL PLANNERS, LTD.

CRD 112995 · SEC 801-72649

AUM

$432M

Regulatory assets under management

Employees

2,223 client accounts

Services offered by MIDWEST PROFESSIONAL PLANNERS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

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 MIDWEST PROFESSIONAL PLANNERS, LTD. →

Introduction

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Frequently Asked Questions

What services does Eric Lee Madson offer?

Eric Lee Madson specializes in Financial Planning, Investment Management, Wealth Management.

What are Eric Lee Madson's credentials?

Eric Lee Madson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eric Lee Madson located?

Eric Lee Madson is based in WAUSAU, Wisconsin, last registered with MIDWEST PROFESSIONAL PLANNERS, LTD..

How does Eric Lee Madson charge for services?

Eric Lee Madson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIDWEST PROFESSIONAL PLANNERS, LTD.?

MIDWEST PROFESSIONAL PLANNERS, LTD. has approximately 28 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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