ZachKuehl- Financial Advisor Madison, WI

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About Zach Kuehl

At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - our personalized service will help you address your needs, wants, financial goals and objectives for many years to come.

What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client.

We will be open and transparent in our discussions. We will be strategic and comprehensive in our financial planning.
We will be both tax efficient and cost efficient in our investment management, asset allocation and asset location strategy.
We will be diligent in our partnership and will lead the relationships alongside your tax and legal professionals.
We will be a firm you and your family can count on to deliver.

See Disclosures

General Information

No. of Employees

10-19

CRD#

6051170

Firm CRD#

305824

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

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^®

Firm Information

Assets Managed by Advisor

$70,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Education

Bachelor of Business Administration - Finance

University of Wisconsin-Whitewater
2007 -2009

Masters of Business Administration - Finance

University of Wisconsin-Whitewater
2009 -2011

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/1891349/paladinregistry-Madison-Partners-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Zach Kuehl

Madison Partners