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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-29 |
Branch Locations
1502 W Broadway Suite 301, Madison, WI 53713 • United States
253 N. First Avenue 5, Sturgeon, WI 54235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambium Asset Management Llc | Chicago | IL | 03/2016 | 06/2017 |
| Cedar Hill Associates, Llc | Chicago | IL | 07/2017 | 01/2019 |
| Guardian Financial | Pewaukee | WI | 01/2019 | 10/2025 |
| Madison Wealth Partners, Inc. | Sturgeon Bay | WI | 10/2025 | Present |
Independent Insurance Agent While Mary Morrow is a licensed insurance agent with various insurance companies, Madison Partners prohibits Mary Morrow from selling insurance to and generating commissions from Madison Partners' clients according to firm policy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-07 |
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