KM
KM

Kevin Madden

32 Years of Experience
Annandale, NJ
3 DisclosuresSells Insurance

Kevin Madden is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Annandale, NJ, with 32 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
245 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K

BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.

Loading...

Location

13 Amherst Ct., Annandale, NJ, 08801

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2022
Final
Regulatory
July 2018
Final
Customer Dispute
November 2002
Settled
Other Business ActivitiesSells Insurance

Kevin is the President/IAR DBA of Madden Wealth Advisors, dedicating nearly full-time hours to this role. He is also the President of Madden Insurance Group, selling life, annuities, auto, and home insurance, which takes about a third of his time. Kevin's spouse owns The Bernards Salon, and he dedicates minimal time to it.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Questar Capital CorporationBroker
November 2008 - April 2012 · 3 yrs 5 mos
Ing Financial Partners, INC.Broker
February 2006 - August 2008 · 2 yrs 6 mos
Pruco Securities, LLC.Broker
March 1989 - December 2005 · 16 yrs 9 mos
The Prudential Insurance Company of AmericaBroker
March 1989 - December 1993 · 4 yrs 9 mos
State Registrations2 states
NJPA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.