Matthew
Weiss
Madison Investment Advisors, LLC
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About this Advisor
Matthew Weiss is a financial advisor based in Madison, Wisconsin, working with Madison Investment Advisors, LLC. Matthew has previously held positions at Klaas Financial Asset Advisors LLC, University Of Wi-Madison, Innovative Financial, Inc, Wisconsin Athletics, Food & Beverage Dept-Uw Madison, Madison Investment Advisors, and Investacorp Inc. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Matthew 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
Services Offered
Fee Structure
Office Location
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Madison Investment Advisors, LLC Brokerage Details
$13,237,436,659
95
14,743
$897,879
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
Matthew Weiss Work History
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
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
Madison, WI
Madison, WI
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