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Kimberly Ann Carlson

Madison Partners

Arena, WI

Madison, WI

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Current Employers
Madison Partners

1502 W Broadway Suite 301, Madison, WI 53713 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-02
  • WI RA
    APPROVED
    Since 2025-09-02

Branch Locations

Arena, WI • United States

1502 W Broadway Suite 301, Madison, WI 53713 • 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
Edward D. Jones & Co., L.P. Middleton WI 04/2014 11/2024
Osaic Wealth, Inc. Mddleton WI 02/2025 06/2025
Madison Wealth Partners, Inc. Madison WI 09/2025 Present
Legacy Advisor Network Middleton WI 02/2025 05/2025
  • 04/2014 → 11/2024
    Edward D. Jones & Co., L.P.
    Middleton, WI
  • 02/2025 → 06/2025
    Osaic Wealth, Inc.
    Mddleton, WI
  • 09/2025 → Present
    Madison Wealth Partners, Inc.
    Madison, WI
  • 02/2025 → 05/2025
    Legacy Advisor Network
    Middleton, WI
Previous Registrations
  • 2025-02-20 → 2025-06-10
    Osaic Wealth, Inc.
    Middleton, WI
  • 2018-07-25 → 2024-12-23
    Edward Jones
    Richland Center, WI
    Arena, WI
    St Louis, MO
    Arena, WI
    Middleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-24
  • S66 Uniform Combined State Law Examination
    2018-07-24
Other Names
  • Kimberly Curwick

View on SEC IAPD

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