Coty Hainsey, financial advisor Madison WI

Coty Hainsey

CRD Number: 6598863
Current Firm: Madison Partners

Coty Hainsey (CRD# 6598863) is an Investment Advisor Representative working at Madison Partners in Madison, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Madison Wealth Partners, Inc. Waunakee, WI May 2021 - Current 2
Edward Jones St. Louis, MO Jan 2016 - May 2021 5
Epic Systems Verona, WI Aug 2012 - Jan 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for Coty A. Hainsey
Phone Number: 608-210-1021
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    559
    MILLIONS
  • Total Number of Accounts
    3,635
    ACCOUNTS
  • Average Account Value
    $153,787
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MN, NE, NY, PA, SC, TX, WA, WI

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