Matthew
Weiss
Madison Investment Advisors, LLC
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About this Advisor
Matthew Weiss is a financial advisor based in Madison, Wisconsin who has 1 year of relevant experience. Weiss currently works for Madison Investment Advisors, LLC. During their career, the advisor has held roles at Klaas Financial Asset Advisors LLC, University Of Wi-Madison, Innovative Financial, Inc, Wisconsin Athletics, Food & Beverage Dept-Uw Madison, Sun Prairie Schools, Madison Investment Advisors and Investacorp Inc. Weiss maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Wisconsin. Madison Investment Advisors, LLC is a company based in Madison, WI. The company has offices in two locations and a total of 96 advisors. It manages $13 billion in assets among its 14,261 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 656 charities and foundations. Of its 14,261 client accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a broad range 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. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees billed by Madison Investment Advisors, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Matthew Weiss Work History
Matthew has been registered as a financial advisor for 1 years.*
Madison Investment Advisors
Investacorp Inc
Klaas Financial Asset Advisors LLC
University Of Wi-Madison
Innovative Financial, Inc
Wisconsin Athletics, Food & Beverage Dept-Uw Madison
University Of Wi-Madison
Sun Prairie Schools
*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 Matthew Weiss 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
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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