Mindi Endres
Mindi Endres is a registered investment advisor at Madison Investment Advisors, LLC, based in Madison, WI, with 23 years of industry experience. Mindi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 15,949 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Madison Investments' advisory fee is a percentage of the assets they manage for you, up to 1.00% per year. The specific fee will vary based on the services provided, the size of your account, and other factors. Madison may charge a minimum quarterly fee of $1,500, depending on the size of the account and the services provided.
Location
550 Science Drive, Madison, WI, 53711
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2014Other Business Activities
Mindi works as a kickboxing instructor at Hybrid Fitness, LLC, dedicating minimal time to this role. She also works nearly full-time for affiliated investment advisory firms, providing services to them.
Employment History
Current Registrations
Madison Investment Advisors, LLC
Mfd Distributor, LLCBroker
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
Lincoln Financial Advisors CorporationBroker
M&i Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations1 state
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.