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Leslie Oliversen

10 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

Leslie is employed by Madison Investment Holdings, Inc. and provides services to its affiliated investment advisor firms. The time commitment varies but occurs during trading hours.

Employment History
Current Registrations
Madison Investment Advisors, LLC
February 2017 - Present · 9 yrs
Mfd Distributor, LLCBroker
March 2015 - Present · 10 yrs 11 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.