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Paladin Research Report For:

Zach Kuehl

Madison Partners

CFP®
1502 W Broadway Ste 301
Madison, WI 53713
608-204-5992

About Zach Kuehl

At Madison Partners, I 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 - my personalized service will help you address your needs, wants, financial goals and objectives for many years to come.

My wife, Brittany, and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities.

I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them.

As a Certified Financial Planner™ professional, I am are required annually to demonstrate heightened levels of competency across a broad range of subject matter.

As a fiduciary, I am required to always act in the client's best interest. This is the very highest level for a standard of care for client relationships in our industry.

See Disclosures

General Information

No. of Employees
  • 10-19
CRD#
  • 6051170
Firm CRD#
  • 305824
Years of Experience in Financial Services
  • 14
Number of Years with Current Firm
  • 4
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
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • $80,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
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