MADISON WEALTH PARTNERS, INC.

MADISON PARTNERS
MADISON, Wisconsin·2 registered advisors·CRD# 305824
SEC# 801-1181684608-210-1021
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at MADISON WEALTH PARTNERS, INC.

2 registered advisors
Mark Peter Mcfarland
MADISON, Wisconsin
Shane Daniel Kieler
MADISON, Wisconsin
05

Office Locations

MADISON, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. MADISON WEALTH PARTNERS, INC. (CRD# 305824) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.