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Madison Fogle

Advisor at Edward Jones

Updated today

Location

Cynthiana, KY 41031

Credentials

Series 66

Industry experience

< 1 year

About

Madison Fogle is a financial advisor at Edward Jones in Cynthiana, KY, holding a Series 66 designation. Madison joined Edward Jones in 2025 and has prior experience in healthcare and academia, including roles at Kentucky Clinic, Eastern State Hospital, Norton Healthcare, and Bellarmine University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

136 East Pike Street

Cynthiana, KY 41031

Most active in

Kentucky · Texas

Work history

Edward Jones

2025 - Present (1 year)

Kentucky Clinic

2022 - 2023 (1 year)

Eastern State Hospital

2020 - 2025 (5 years)

Norton Healthcare

2017 - 2020 (3 years)

Bellarmine University

2015 - 2019 (4 years)

Disclosures

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

Business activities & affiliations

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Matthew P

CFA®, Series 66

Georgetown, KY

Saecula Wealth LLC

Matthew Pierce is a CFA® charterholder with six years of industry experience. He is currently with Austin Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with The Wealth Consulting Group and LPL Financial, LLC. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm manages approximately $766 million in client assets and employs a team of ten advisors, offering a planning-first approach that integrates comprehensive financial plans with ongoing wealth management and diversified, model-based portfolio strategies.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner
user avatar

Donna B

Series 63, Series 65

Georgetown, KY

Tucker Asset Management LLC

Donna Barnhill is a financial advisor at Tucker Asset Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including MSI Financial Group, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, she owns Bookworm Bookkeeping Services, LLC, which provides bookkeeping and payroll services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments through platforms such as CAIS.

Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brent K

Series 65

Georgetown, KY

Archer Investment Corporation

Brent King is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and over one year of industry experience. He has a background in accounting, operating Brent R King CPA PLLC since 2006 and previously working at Commonwealth Kentucky for 19 years. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations and regular account reviews.

Active portfolio management Options & derivatives strategies
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Ema W

Series 66

Sadieville, KY

Level Four Advisory Services

Ema Wilburn III is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Dupree Financial Group. Outside of his advisory work, he participates in professional trapshooting events. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing tailored strategies supported by internal and external investment committees and multiple wrap programs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Kyle K

Series 63, Series 65

Cynthiana, KY

FIFTH THIRD SECURITIES, Inc.

Kyle Kinzig is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2011 and FIFTH THIRD BANK since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

Miranda W

Series 63, Series 66

Paris, KY

Edward Jones

Miranda Wyles is a financial advisor with Edward Jones in Paris, KY, holding Series 63 and Series 66 registrations and possessing 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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