Brandon Michael Madison

Advisor at Edward Jones — Milford, IA 21st St

Updated today

Credentials

ChFC®, Series 66

Experience

8 years

Location

Milford, IA 51351

Edward Jones logo

Edward Jones

Institution

Total advisors

24,085

Across 14,176 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brandon Madison is a financial advisor with Edward Jones in Milford, Iowa, holding the ChFC® designation and Series 66 license. He has seven years of industry experience, including four years at Billings and Company, Inc. prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Milford, IA 21st St

1004 21st St Ste 3

Milford IA 51351

Advisors at this office

1

Most active in

Iowa · Texas

Work history

8 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Billings and Company, Inc.

2015 - 2019 • 4 years

Sioux City, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lance E

Series 63, Series 66

Spencer, IA

Northwest Wealth Management, LLC

Lance Evans is a financial advisor at Northwest Wealth Management, LLC in Spirit Lake, IA, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northwest Wealth Management since 2011. Outside of his advisory role, he is a 20% owner of HAMP-HIZZY LLC, a non-investment related business. Northwest Wealth Management, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and may utilize independent third-party managers as part of its portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
user avatar

Michael S

Series 65

Spencer, IA

Northwest Wealth Management, LLC

Michael Storey is a financial advisor at Northwest Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Northwest Bank and Spencer Golf and Country Club. Outside of his advisory role, he serves as an assistant football coach at Western Christian High School during the football season. Northwest Wealth Management serves individual investors, high-net-worth clients, retirement plans, trusts, and other entities with financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm employs a long-term buy-and-hold approach combined with regular monitoring and opportunistic rebalancing, and it utilizes independent third-party managers and a third-party platform to manage assets tax-efficiently.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
user avatar

Danielle B

Series 65

Spencer, IA

Northwest Wealth Management, LLC

Danielle Brink is a Series 65-licensed financial advisor with Northwest Wealth Management, LLC, where she has worked for 11 years. She also holds a management role at Northwest Bank, serving as a retail manager and assistant vice president since 2008. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach and offers access to independent third-party managers while maintaining affiliations with Northwest Bank and Northwest Insurance Services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
user avatar

Rebecca M

Series 65

Spencer, IA

Northwest Wealth Management, LLC

Rebecca Mcginnis is a financial advisor at Northwest Wealth Management, LLC with nine years of industry experience. She holds a Series 65 designation and has been with the firm since 2015. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm follows a long-term, buy-and-hold investment approach and utilizes third-party managers while maintaining relationships with major custodians Charles Schwab and Fidelity.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
user avatar

Bryson D

CFP®, Series 65

Spencer, IA

Northwest Wealth Management, LLC

Bryson Duncan is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Northwest Wealth Management, LLC, where he has worked since 2021. Prior to his advisory role, he was employed at Intelligent Turf and Greens for one year. Northwest Wealth Management, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and retirement plans. The firm emphasizes a long-term, buy-and-hold investment approach combined with ongoing monitoring and periodic reporting, and it utilizes third-party managers and major custodians such as Charles Schwab and Fidelity.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
user avatar

Jodi M

Series 65

Spencer, IA

Northwest Wealth Management, LLC

Jodi Minard is a financial advisor at Northwest Wealth Management, LLC in Spencer, IA, holding a Series 65 designation with one year of industry experience. She has prior experience at Heartland Bank & Trust and Parterre, among other firms, and also operates JPMM, LLC, a residential rental business. Northwest Wealth Management provides investment management, financial planning, and retirement plan advisory services to individual and high-net-worth clients, trusts, estates, and other entities. The firm employs a long-term, buy-and-hold investment approach with ongoing monitoring and periodic reporting, and it is affiliated with Northwest Bank and Northwest Insurance Services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner
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