Yvonne Mackenzie Madson

Employer firm

Madson Wealth Advisors Inc. CRD 338608

$209M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → 02/2024
  Thrivent Financial For Lutherans
  Appleton, WI
• 07/2002 → 02/2024
  Thrivent Investment Management Inc
  Santa Rosa, CA
• 02/2024 → 02/2026
  Commonwealth Financial Network Dba Madson Wealth Advisors, Inc.
  San Diego, CA
• 02/2026 → Present
  Madson Wealth Advisors, Inc.
  Santa Rosa, CA

Previous Registrations

• 2024-02-02 → 2026-02-09
  Commonwealth Financial Network
  Santa Rosa, CA
• 2008-08-04 → 2024-02-05
  Thrivent Investment Management Inc.
  Santa Rosa, CA
  Santa Rosa, CA

Other Businesses

Fixed insurance sales; as of 2/2/2024; 10% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31
• S63 Uniform Securities Agent State Law Examination
  2000-07-15

Designations

• Chartered Financial Consultant

Other Names

• Yvonne Mackenzie Madson
• Yvonne Mackenzie Madson
• Cindy Yvonne Mackenzie
• Cindy Yvonne Velazquez
• Cindy Yvonne Mackenzie
• Yvonne Cindy Mackenzie
• Yvonne Cindy Visnius
• Yvonne Cindy Mackenzie
• Yvonne Cindy Madson