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Credentials
Series 65
Experience Industry experience
12 years
Location
Gladwin, MI
Madison Partners
Multi-team
Andrew Page is a Series 65-licensed financial advisor with Madison Partners in Gladwin, MI, and has 12 years of industry experience. His prior roles include positions at VERTA Consulting, LLC, Limitless Global, and YPM Interests, LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions as appropriate.
Based on Madison Partners
Based on Madison Partners
Estate planning through Wealth.com: Will $1,000; Revocable Living Trust $2,500; Optional Mobile Notary Service $300 (fees negotiable)
Up to 1.25%, negotiable, plus sub-adviser fees (sub-adviser fees are variable and non-negotiable)
Gladwin, MI
Gladwin MI
Advisors at this office
1
Michigan
12 years of industry experience
Madison Partners
2026 - Present • 1 year
Gladwin, MI
VERTA Consulting, LLC
2025 - 2026 • 1 year
Sanford, MI
Limitless Global
2023 - 2025 • 2 years
Gilbert, AZ
YPM Interests, LLC
2011 - 2023 • 12 years
Sugar Land, TX
Linscomb Wealth, Inc.
2008 - 2011 • 3 years
Houston, TX
USF Advisors, LLC
2005 - 2007 • 2 years
Sugar Land, TX
USF Services, LLC
1998 - 2007 • 9 years
Sugar Land, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Gladwin, MI
Benjamin F. Edwards & Company, Inc.
Anna Reihl is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc., where she has worked since 2026, following an 11-year tenure at Edward Jones. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement and investment management consulting, brokerage services, insurance products, and certain M&A advisory services.
Series 66
Gladwin, MI
Edward Jones
Dana Ornelas is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of experience at the firm. Based in Gladwin, MI, Ornelas has focused on wealth management services within the institution category. Edward Jones serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.
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