Christopher
Aleman
Madison Investment Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Aleman is a financial advisor operating in Madison, Wisconsin, with 4 years of relevant experience. Aleman works at Madison Investment Advisors, LLC. Their career trajectory has included roles at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Mfd Distributor LLC and Madison Investment Holdings. Aleman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Delaware, Maine, Massachusetts, New Hampshire, New Jersey, Pennsylvania, Vermont, West Virginia and Wisconsin. Madison Investment Advisors, LLC is a registered investment firm based in Madison, WI. The firm has offices in two locations and a total of 96 employees. It has $13 billion in total assets between its 14,261 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 656 charities and foundations. Of its 14,261 accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets available to invest. Madison Investment Advisors, LLC provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types charged by Madison Investment Advisors, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Madison Investment Advisors, LLC Brokerage Details
$12,949,877,511
96
14,261
$908,062
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
- Other
Christopher Aleman Work History
Christopher has been registered as a financial advisor for 4 years.*
Mfd Distributor LLC
Madison Investment Holdings
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
*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 Christopher Aleman 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 Investment Advisors, LLC
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Mequon, WI
Scottsdale, AZ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
