Financial Wealth Management, LLC

Financial Wealth Management, LLC (CRD# 140281) is a financial advisory firm headquartered in Madison, WI. They manage $218,000,000 in 3,131 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    3,131
    ACCOUNTS
  • Average Account Value
    $69,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, LA, TX, WI

Financial Advisors at Financial Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel P. Hyland
CRD#: 1015074
440 Science Drive, Suite 302, Madison, WI 53711
96
Wealthminder
score

Daniel Hyland (CRD# 1015074) is an Investment Advisor Representative working at Financial Wealth Management, LLC in Madison, WI and has over 36 years of experience in the finance industry. Daniel Hyland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kyle D. Hyland
CRD#: 5537081
440 Science Drive, Suite 302, Madison, WI 53711
96
Wealthminder
score

Kyle Hyland (CRD# 5537081) is an Investment Advisor Representative working at Financial Wealth Management, LLC in Madison, WI and has over 9 years of experience in the finance industry. Kyle Hyland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Herbert T. Hanson
CRD#: 236443
6417 Odana Road, Madison, WI 53719
86
Wealthminder
score

Herbert Hanson (CRD# 236443) is an Investment Advisor Representative working at Financial Wealth Management, LLC in Madison, WI and has over 34 years of experience in the finance industry.

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