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Victor Enrique Rodriguez

Isthmus Partners, LLC

Madison, WI

CRD 1314441

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Employer firm

Isthmus Partners, LLC CRD 171279

$1.44B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Isthmus Partners, Llc

1 South Pinckney Street Suite 800, Madison, WI 53703 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2014-06-26
  • WI RA
    APPROVED
    Since 2014-06-26

Branch Locations

1 South Pinckney Street Suite 800, 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
Isthmus Partners, Llc Madison WI 05/2014 Present
Previous Registrations
Other Businesses

American Family Children's Hospital Since 09/2018 Children's Hospital associated with the University of Wisconsin. Non-Fiduciary Member of the Advisory Boaard 1 hour per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-21
  • S66 Uniform Combined State Law Examination
    2003-03-21

View on SEC IAPD

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