KevinMadigan- Financial Advisor Atlanta, GA

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About Kevin Madigan

At Wela Strategies, we have a simple mission: Helping Families find peace of mind To and Thru Retirement.

We are committed to building a relationship with our clients based on trust and using our time and talents to help our clients discover their financial goals and how to implement strategies for success.

We want to be there for you when you need us, to help you and your family achieve and maintain financial freedom during all stages of life.

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General Information

CRD#

6245102

Firm CRD#

147762

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 63, Series 7, Series 66

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892619/paladinregistry-Wela-Strategies-detailed-disclosure.html

Disclaimer

Form ADV Part 2A https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=948702

Paladin Advisors

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Paladin Research Report For:

Kevin Madigan

Wela Strategies