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Madison Tough Maggard

Advisor at Raymond James & Associates — Elizabethtown, KY

Updated today

Credentials

Series 66

Experience

11 years

Location

Elizabethtown, KY

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,796

Across 936 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Madison Maggard is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 11 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Elizabethtown, KY

Elizabethtown KY

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

11 years of industry experience

Raymond James & Associates, Inc.

2026 - Present • 1 year

Elizabethtown, KY

Raymond James & Associates, Inc.

2026 - Present • 1 year

The Woodlands, TX

UBS Financial Services

2015 - 2026 • 11 years

The Woodlands, TX

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

Robert L

Series 63

Elizabethtown, KY

Owen LaRue Financial Group

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
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William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann Jr. is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for implementation when appropriate.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

James O

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.

Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired
user avatar

Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Troy T

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Justin J

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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