Ross
Fedenia
Atlatl Advisers
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About this Advisor
Ross Fedenia is a financial advisor based in Madison, Wisconsin, working with Atlatl Advisers. Ross has previously held positions at Robert W. Baird, Target Corporation, Meriter Hospital, UBS Financial Services Inc, Ameriprise Financial Services Inc, and Atlatl Advisers. Ross has passed the Series 66 regulatory exam and is registered to provide services in California, Iowa, and Wisconsin. Currently, Ross is part of Atlatl Advisers, which operates out of Madison, Wisconsin. The firm has 9 employees and manages assets totaling $123.1 million. The firm serves a variety of clients, including 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 Atlatl Advisers includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Atlatl Advisers Brokerage Details
$123,068,995
9
499
$246,631
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
Ross Fedenia Work History
Atlatl Advisers
Ameriprise Financial Services Inc
Ubs Financial Services Inc
Robert W. Baird
Meriter Hospital
Target Corporation
Disclosures
Please visit the SEC profile of Ross Fedenia 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 Atlatl Advisers
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
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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