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Courtney Liebig Dean

Ecio, Inc.

Madison, WI

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Current Employers
Ecio, Inc.

821 E Washington Avenue Suite 200, Madison, WI 53703 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-05
MO RA APPROVED 2021-03-22
WI RA APPROVED 2021-01-06
  • TX RA
    APPROVED_RES
    Since 2022-05-05
  • MO RA
    APPROVED
    Since 2021-03-22
  • WI RA
    APPROVED
    Since 2021-01-06

Branch Locations

821 E Washington Avenue Suite 200, Madison, WI 53703 • 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
Mfd Distributor Llc Madison WI 05/2011 11/2020
Madison Investment Advisors Madison WI 01/2011 11/2020
Ecio, Inc. Madison WI 01/2021 Present
Ecio, Inc. Madison WI 01/2021 Present
Ecio, Inc. Madison WI 02/2026 Present
  • 05/2011 → 11/2020
    Mfd Distributor Llc
    Madison, WI
  • 01/2011 → 11/2020
    Madison Investment Advisors
    Madison, WI
  • 01/2021 → Present
    Ecio, Inc.
    Madison, WI
  • 01/2021 → Present
    Ecio, Inc.
    Madison, WI
  • 02/2026 → Present
    Ecio, Inc.
    Madison, WI
Previous Registrations
  • 2013-05-27 → 2020-11-17
    Madison Investment Advisors, Llc
    Madison, WI
    Madison, WI
  • 2014-08-01 → 2020-11-17
    Hansberger Growth Investors, Lp
    Madison, WI
    New York, NY
  • 2013-07-01 → 2016-09-30
    Northroad Capital Management Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-24
S63 Uniform Securities Agent State Law Examination 1997-10-22
  • S65 Uniform Investment Adviser Law Examination
    2013-05-24
  • S63 Uniform Securities Agent State Law Examination
    1997-10-22
Other Names
  • Courtney Mccormack Liebig
  • Courtney Mccormack Dean
  • Courtney Liebig

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
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EAGLE STRATEGIES LLC · MADISON, WI
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