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Employer firm

Madison Investment Advisors, LLC CRD 110297

$13.8B regulatory AUM 74 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS AND MODELS

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

Current Employers
Madison Investment Advisors, Llc

550 Science Drive, Madison, WI 53711 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-07-01
  • WI RA
    APPROVED
    Since 2021-07-01

Branch Locations

1500 West Market Street Suite 275, Mequon, WI 53092 • United States

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
Reinhart Partners, Inc. Mequon WI 02/2011 Present
  • 02/2011 → Present
    Reinhart Partners, Inc.
    Mequon, WI
Previous Registrations
  • 2011-03-07 → 2021-06-11
    Mequon, WI
  • 1998-06-19 → 2011-03-10
    Optique Capital Management, Inc.
    Milwaukee, WI
  • 1998-06-19 → 2002-12-31
    Optique Capital Management, Inc.
    Racine, WI
Other Businesses

The registered representative is employed by member's parent firm, Madison Investment Holdings, Inc., 550 Science Drive, Madison, WI 53711 and provides services to its affiliated investment adviser firms, including Madison Investment Advisors, LLC and Madison Asset Management, LLC. See item 12 for information regarding start date and position held. Hours vary but will be during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-05-17
S65 Uniform Investment Adviser Law Examination 2008-12-17
  • S63 Uniform Securities Agent State Law Examination
    2021-05-17
  • S65 Uniform Investment Adviser Law Examination
    2008-12-17
Other Names
  • Joel Dykman
  • Joel Arthur Dykman

View on SEC IAPD

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