Alan
Henning

Madison Wealth Management

CRD#4899774
Investment Advisor
in Cincinnati, OH

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About this Advisor

Alan Henning is a chartered financial analyst working in Cincinnati, Ohio with a total of 18 years of relevant experience. Henning is an advisor for Madison Wealth Management. They have spent their entire career at Madison Wealth Management. Henning is registered to work in Ohio. Madison Wealth Management is a financial advisory business operating out of Cincinnati, OH. The firm has offices in two locations and a total of 29 advisors. It controls $1 billion in assets under management between its 2,495 accounts, making it one of the bigger firms in the United States by assets under management. The firm provides services to 29 charitable organizations. Of its 2,495 customer accounts, 55% belong to high-net-worth investors who have greater than $1 million in investable assets. Madison Wealth Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the financial services provided. Fee types charged by Madison Wealth Management most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7755 Montgomery Road Suite 350
Cincinnati, OH 45236

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Madison Wealth Management Brokerage Details

Total Assets Under Management

$1,123,859,860

OH Average: $2,106,341,625
Total Number of Employees

29

OH Average: 34
Total Number of Accounts

2,495

OH Average: 1,972
Average Account Size

$450,445

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Alan Henning Work History

Alan has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Madison Financial Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alan Henning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Madison Wealth Management

Andrew Bruns
Cincinnati, OH
Brad Meeks
Cincinnati, OH
Laura Sullivan
Leesburg, VA
Jeanne-Marie Sands
Leesburg, VA
David Niehaus
Cincinnati, OH
Heather Molloy
Leesburg, VA
Michael Reed
Cincinnati, OH
Alan Henning
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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