Carsen
Strang

Madison Partners

CRD#7940325
Investment Advisor
in Madison, WI

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About this Advisor

Carsen Strang is a financial advisor based in Madison, Wisconsin, working with Madison Partners. Carsen has previously held positions at Madison Wealth Partners, Inc, Wea Member Benefits, Apex Property Management, Freshfin Poke, The North Face, Landsend, Panera Bread, Madison Memorial Youth Basketball, and the University of Wisconsin - Milwaukee. Carsen has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Carsen is part of Madison Partners, which operates out of Madison, Wisconsin. The firm has 4 offices and 13 employees. The firm manages assets totaling $559.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Madison Partners includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

1502 W Broadway Suite 301
Madison, WI 53713

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Madison Partners Brokerage Details

Total Assets Under Management

$559,017,001

WI Average: $2,826,565,184
Total Number of Employees

13

WI Average: 43
Total Number of Accounts

3,635

WI Average: 1,898
Average Account Size

$153,787

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Carsen Strang Work History

2024 - Present (0 year)

Madison Wealth Partners, Inc

2023 - Present (1 year)

Wea Member Benefits

2022 - 2023 (1 year)

Apex Property Management

2022 - 2022 (< 1 year)

Freshfin Poke

2021 - 2022 (1 year)

The North Face

2020 - 2022 (2 years)

University Of Wisconsin - Milwaukee

2019 - 2020 (1 year)

Landsend

2018 - 2019 (1 year)

Panera Bread

2016 - 2020 (4 years)

Madison Memorial Youth Basketball

2014 - 2020 (6 years)

Student

Disclosures

Please visit the SEC profile of Carsen Strang 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 Partners

Nicholas Simonson
Madison, WI
Carsen Strang
Madison, WI
Brian Ericson-Huneck
Madison, WI
George Carpenter
Madison, WI
Coty Hainsey
Madison, WI
Zachary Kuehl
Madison, WI
Aaron Johnson
Waunakee, WI
Shane Kieler
Madison, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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