Leslie Oliversen
Leslie Oliversen is a registered investment advisor at Madison Investment Advisors, LLC, based in Madison, WI, with 10 years of industry experience. Leslie 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
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Regulatory History
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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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
Mfd Distributor, LLCBroker
State Registrations51 states
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.