Michael Madsen, financial advisor Napa CA
90 score

Michael Madsen

CRD Number: 5960748
Current Firm: Mml Investors Services, LLC

Michael Madsen (CRD# 5960748) is an Investment Advisor Representative working at Mml Investors Services, LLC in Napa, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Napa, CA Aug 2011 - Current 5
Massmutual Life Insurance Company Napa, CA Jul 2011 - Current 5
Printelligent Salt Lake City, UT Jan 2010 - Jul 2011 1
Bidsync American Fork, UT Dec 2006 - Jan 2010 3
Professional Education Institute Salt Lake City, UT Apr 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Michael Madsen
Phone Number: (413)737-8400
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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