Coty
Hainsey

Madison Partners

CRD#6598863
Investment Advisor
in Madison, WI

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About this Advisor

Coty Hainsey is a financial advisor based in Madison, Wisconsin, working with Madison Partners. Coty has previously held positions at Edward Jones, Epic Systems, and Madison Wealth Partners, Inc. Coty has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Coty 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 66

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

Coty Hainsey Work History

2021 - Present (3 years)

Madison Wealth Partners, Inc

2016 - 2021 (5 years)

Edward Jones

2012 - 2016 (4 years)

Epic Systems

Disclosures

Please visit the SEC profile of Coty Hainsey 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
Zachary Kuehl
Madison, WI
Coty Hainsey
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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