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Matthew Howard Weiss

Madison Investment Advisors, LLC

Madison, WI

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Current Employers
Madison Investment Advisors, Llc

550 Science Drive, Madison, WI 53711 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-06-22
  • WI RA
    APPROVED
    Since 2022-06-22

Branch Locations

550 Science Drive, Madison, WI 53711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Klaas Financial Asset Advisors Llc Fitchburg WI 07/2017 05/2022
University Of Wi-Madison Madison WI 01/2017 05/2017
University Of Wi-Madison Madison WI 09/2013 05/2017
Investacorp Inc Miami FL 09/2019 07/2020
Madison Investment Advisors Madison WI 05/2022 Present
  • 07/2017 → 05/2022
    Klaas Financial Asset Advisors Llc
    Fitchburg, WI
  • 01/2017 → 05/2017
    University Of Wi-Madison
    Madison, WI
  • 09/2013 → 05/2017
    University Of Wi-Madison
    Madison, WI
  • 09/2019 → 07/2020
    Investacorp Inc
    Miami, FL
  • 05/2022 → Present
    Madison Investment Advisors
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-18
  • S65 Uniform Investment Adviser Law Examination
    2018-01-18
Other Names
  • Matt Howard Weiss

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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