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Inactive

Carly Christine Burgess

Madison Partners

Madison, WI

Waunakee, 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 2025-06-02
  • WI RA
    APPROVED
    Since 2025-06-02

Branch Locations

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

109 South St, Waunakee, WI 53597 • 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
Madison Wealth Partners, Inc. Waunakee WI 12/2024 06/2025
Rbc Wealth Management Madison WI 04/2024 12/2024
University Health Services Madison WI 09/2023 12/2024
Kerntke Otto Mcglone Wealth Management Appleton WI 06/2023 08/2023
Ymca Appleton WI 03/2022 01/2023
Bona Fide Juicery Appleton WI 06/2021 08/2021
Cold Stone Creamery Appleton WI 05/2020 04/2021
Nauti Turtle Bar And Grill Fremont WI 05/2018 08/2019
University Of Wisconsin-Madison Madison WI 08/2021 06/2025
Student Appleton WI 12/2014 05/2021
Madison Wealth Partners, Inc. Waunakee WI 06/2025 Present
  • 12/2024 → 06/2025
    Madison Wealth Partners, Inc.
    Waunakee, WI
  • 04/2024 → 12/2024
    Rbc Wealth Management
    Madison, WI
  • 09/2023 → 12/2024
    University Health Services
    Madison, WI
  • 06/2023 → 08/2023
    Kerntke Otto Mcglone Wealth Management
    Appleton, WI
  • 03/2022 → 01/2023
    Ymca
    Appleton, WI
  • 06/2021 → 08/2021
    Bona Fide Juicery
    Appleton, WI
  • 05/2020 → 04/2021
    Cold Stone Creamery
    Appleton, WI
  • 05/2018 → 08/2019
    Nauti Turtle Bar And Grill
    Fremont, WI
  • 08/2021 → 06/2025
    University Of Wisconsin-Madison
    Madison, WI
  • 12/2014 → 05/2021
    Student
    Appleton, WI
  • 06/2025 → Present
    Madison Wealth Partners, Inc.
    Waunakee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-07
  • S65 Uniform Investment Adviser Law Examination
    2025-03-07
Other Names
  • Carly Burgess

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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