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 operating out of Madison, Wisconsin. Haney currently works for Madison Investment Advisors, LLC. Throughout their career, Haney has worked at Student Living At Home, Retirement Income Strategies, Pizza Hut and Madison Investments. Haney maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Wisconsin. Madison Investment Advisors, LLC is a financial advisory business operating out of Madison, WI. The company has offices in two locations and a total of 96 people on staff. It administers $13 billion in assets across its 14,261 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 656 charities and foundations. Of its 14,261 accounts, just 11% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice usually are based on the services provided. Fee types charged by Madison Investment Advisors, LLC may include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, 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

$12,949,877,511

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

96

WI Average: 43
Total Number of Accounts

14,261

WI Average: 1,898
Average Account Size

$908,062

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
  • Selection of other advisers
  • Other

Kiernan Haney Work History

Kiernan has been registered as a financial advisor for 0 years.*

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

*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 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
Joshua Oldenburg
Madison, WI
Michael Glatkowski
Madison, WI
Natalie Johnson
Madison, WI
Jeffrey Matthias
Madison, WI
Leslie Oliversen
Madison, WI
Joel Dykman
Mequon, WI
Christopher Ridberg
Madison, WI

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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