Nicholas
Simonson

Madison Partners

CRD#7895265
Investment Advisor
in Madison, WI

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About this Advisor

Nicholas Simonson is a financial advisor based in Madison, Wisconsin, working with Madison Partners. Nicholas has previously held positions at Madison Wealth Partners, Inc, Userevidence, Zendesk, Home Backup Systems, Simco Container Service, Jaeckle Distributors, Grocerkey, Ikon Transportation, and the University of Madison - Wisconsin. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Nicholas 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 65

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

Nicholas Simonson Work History

2024 - Present (1 year)

Madison Wealth Partners, Inc

2023 - 2024 (1 year)

Userevidence

2022 - 2023 (1 year)

Zendesk

2020 - 2022 (2 years)

Home Backup Systems

2020 - 2022 (2 years)

Simco Container Service

2019 - 2020 (1 year)

Jaeckle Distributors

2016 - 2017 (1 year)

Grocerkey

2015 - 2016 (1 year)

Ikon Transportation

2014 - 2018 (4 years)

University Of Madison - Wisconsin

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Nicholas Simonson 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
Zachary Kuehl
Madison, WI
Brian Ericson-Huneck
Madison, WI
George Carpenter
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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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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