RL
RL

Robert Charles Lindner

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
15,949 clients
Average Client Portfolio
$837K average
Assets Under Management
$13.3B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$6,000
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Location

550 Science Drive, Madison, WI, 53711

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is the Vice Chair of the Governance Committee, a board member, and a member of the Asset Liability Committee at Summit Credit Union, dedicating a few hours per week. He also works nearly full-time for Madison Investment Holdings, Inc. and provides services to affiliated investment advisor firms.

Employment History
Current Registrations
Madison Investment Advisors, LLC
February 2017 - Present · 9 yrs
Mfd Distributor, LLCBroker
June 2011 - Present · 14 yrs 8 mos
Madison Asset Management
July 2009 - Present · 16 yrs 7 mos
Previous Registrations
CUNA Brokerage Services, INC.
February 2009 - July 2009 · 5 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.