Kiernan
Haney

Madison Investment Advisors, LLC

CRD#7304220
Investment Advisor
in Madison, WI

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About this Advisor

Kiernan Haney is a financial advisor based in Madison, Wisconsin, working with Madison Investment Advisors, LLC. Kiernan has previously held positions at Student Living At Home, Retirement Income Strategies, Pizza Hut, and Madison Investments. Kiernan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wisconsin. Currently, Kiernan is part of Madison Investment Advisors, LLC, which operates out of Madison, Wisconsin. The firm has 1 office and 95 employees. The firm manages assets totaling $13.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Madison Investment Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

550 Science Drive
Madison, WI 53711

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Madison Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$13,237,436,659

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

95

WI Average: 43
Total Number of Accounts

14,743

WI Average: 1,898
Average Account Size

$897,879

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kiernan Haney Work History

2022 - Present (2 years)

Madison Investments

2020 - 2022 (2 years)

Retirement Income Strategies

2017 - 2017 (< 1 year)

Pizza Hut

2016 - 2016 (< 1 year)

Pizza Hut

2016 - 2020 (4 years)

Student Living At Home

2010 - 2016 (6 years)

Student Living At Home

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kiernan Haney 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

Timothy Van Pelt
Madison, WI
Natalie Johnson
Madison, WI
Maya Bittar
Madison, WI
Mindi Endres
Madison, WI
Joshua Oldenburg
Madison, WI
Matthew Weiss
Madison, WI
Christopher Hodges
Madison, WI
Stuart Dybdahl
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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