Madison Wealth Management

Madison Wealth Management (CRD# 111728) is a financial advisory firm headquartered in Cincinnati, OH. They manage $465,653,156 in 1,495 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    466
    MILLION
  • Total Number of Accounts
    1,495
    ACCOUNTS
  • Average Account Value
    $311,474
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
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.

DC, FL, IL, IN, KY, MD, NE, NH, OH, TX, VA

Financial Advisors at Madison Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Richard England
CRD#: 4609204
3 Bethesda Metro Center, Suite 960, Bethesda, MD 20814
96
Wealthminder
score

Richard England (CRD# 4609204) is an Investment Advisor Representative working at Madison Wealth Management in Bethesda, MD and has over 17 years of experience in the finance industry. Richard England 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
James R. McDermott
CRD#: 3138520
101 Wirt Street, Sw, Leesburg, VA 20175
96
Wealthminder
score

James McDermott (CRD# 3138520) is an Investment Advisor Representative working at Madison Wealth Management in Leesburg, VA and has over 17 years of experience in the finance industry. James McDermott 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
Joseph C. Hack
CRD#: 2658196
2010 Madison Road, Suite 200, Cincinnati, OH 45208
93
Wealthminder
score

Joseph Hack (CRD# 2658196) is an Investment Advisor Representative working at Madison Wealth Management in Cincinnati, OH and has over 22 years of experience in the finance industry.

4
Mark C. Hogan
CRD#: 1751132
7755 Montgomery Road, Suite 350, Cincinnati, OH 45236
93
Wealthminder
score

Mark Hogan (CRD# 1751132) is an Investment Advisor Representative working at Madison Wealth Management in Cincinnati, OH and has over 30 years of experience in the finance industry.

5
Edward R. Kuresman
CRD#: 4767399
2010 Madison Road, Suite 200, Cincinnati, OH 45208
93
Wealthminder
score

Edward Kuresman (CRD# 4767399) is an Investment Advisor Representative working at Madison Wealth Management in Cincinnati, OH and has over 14 years of experience in the finance industry.

6
Julie R. Albright
CRD#: 3181041
7755 Montgomery Road, Suite 350, Cincinnati, OH 45236
90
Wealthminder
score

Julie Albright (CRD# 3181041) is an Investment Advisor Representative working at Madison Wealth Management in Cincinnati, OH and has 1 year of experience in the finance industry. Julie Albright 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.

7
Alan R. Henning
CRD#: 4899774
2010 Madison Road, Suite 200, Cincinnati, OH 45208
90
Wealthminder
score

Alan Henning (CRD# 4899774) is an Investment Advisor Representative working at Madison Wealth Management in Cincinnati, OH and has 1 year of experience in the finance industry.

8
Brad Meeks
CRD#: 6721417
7755 Montgomery Roard, Suite 350, Cincinnati, OH 45236
90
Wealthminder
score

Brad Meeks (CRD# 6721417) is an Investment Advisor Representative working at Madison Wealth Management in Cincinnati, OH and has 1 year of experience in the finance industry.

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