Gerald Madsen, financial advisor South Bend IN
93 score

Gerald Madsen

CRD Number: 5587313
Current Firm: Lpl Financial LLC

Gerald Madsen (CRD# 5587313) is an Investment Advisor Representative working at Lpl Financial LLC in South Bend, IN and has over 8 years of experience in the finance industry.

Similar Advisors
Edward Camp, CFP®, CLU®, ChFC®, financial advisor South Bend IN
Edward F. Camp, CFP®, CLU®, ChFC®
CRD# 2052301
Creative Financial Designs, Inc.
Score
91
Similar Advisors
Beverly Ainsley, financial advisor South Bend IN
Beverly A. Ainsley
CRD# 4308049
Raymond James & Associates, Inc.
Score
98
Similar Advisors
Aaron Wieand, financial advisor South Bend IN
Aaron C. Wieand
CRD# 6405872
Integrated Financial Planning Solutions, LLC
Score
98
Company Name Location Dates Years
Lpl Financial LLC South Bend, IN Apr 2014 - Current 2
1st Source Bank South Bend, IN Apr 2014 - Current 2
Key Investment Services South Bend, IN Apr 2011 - Apr 2014 3
Edward Jones St Louis, MO Aug 2008 - Apr 2011 2
Ivy Tech Community College South Bend, IN May 2005 - Aug 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Gerald W. Madsen
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Gerald Madsen and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.