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Thomas Madison

5 Years of Experience
Chippewa Falls, WI
Broker

Thomas Madison is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chippewa Falls, WI, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

11 E Central Street, Chippewa Falls, WI, 54729

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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

Thomas works as a financial advisor for Fries Financial Group, dedicating about half of his time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2020 - April 2021 · 1 yr 2 mos
State Registrations3 states
INMNWI
AdvisorBrokerBoth

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.
Thomas Madison - Financial Advisor | TrueAdvisor