KevinMadigan- Financial Advisor Atlanta, GA

Home > Financial Advisor Directory > georgia > atlanta

About Kevin Madigan

Kevin Madigan, CFP^® is an investment advisor for Wela Strategies, Capital Investment Advisors' (CIA) sister company which leverages model portfolios, low-cost ETFs, and customized strategies. He takes pride in building personal connections with the families he serves. Kevin'ss mission is to ensure that each family's portfolio aligns with their goals and objectives. His passion for assisting families and delivering peace of mind through Wela's OYA strategies is at the core of his professional efforts. Kevin also works with the investment committee at CIA which ultimately helps with setting the direction of Wela's portfolios.

After graduating with a Bachelor of Science degree in Finance from Kennesaw State University, he began his career as an active trader but soon transitioned into a financial advisor role. Prior to joining Wela, Kevin worked as a financial advisor in both Portland, Oregon, and Tampa, Florida. His knowledge and experience with financial markets has enabled him to assist clients in working towards their financial goals and making sound investment decisions.

Kevin now lives in Atlanta and enjoys a healthy and active lifestyle. He loves to spend his spare time reading, going on long distance runs or playing soccer with friends.

See Disclosures

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

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Kevin Madigan

Wela Strategies