Jorn-Erik Madsen
Jorn-Erik Madsen is a registered investment advisor at Stifel Independent Advisors, LLC, based in Oswego, IL, with 7 years of industry experience. Jorn-Erik is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees can go up to 1.00% for the Summit program and vary by specific wrap fee program or strategy. Actual fees are set out in the fee schedule of your advisory agreement and are generally negotiable.
Fee Estimator
Location
Oswego, IL
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
Stifel Independent Advisors, LLC
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Edward Jones
Edward JonesBroker
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.
Exams
More Advisors
- Robert Wack, CFPFifth Third Securities, INC.
- Mark Essenfeld, CFPSoltis Investment Advisors, LLC
- William Hammond, ChFCPrivate Advisor Group, LLC
- Jeffrey Prentice, CFP, ChFCCetera Investment Advisers LLC
- David Erickson, CFPEdward Jones