TrueAdvisor
TrueAdvisor
ME
ME

Mindi Anne Endres

Madison Investment Advisors, LLC
23 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Madison Investment Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
15,949 clients
Average Client Portfolio
$837K average
Assets Under Management
$13.3B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$6,000

Location

550 Science Drive, Madison, WI, 53711

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2014
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Other Business Activities

Mindi works as a kickboxing instructor at Hybrid Fitness, LLC, dedicating minimal time to this role. She also works nearly full-time for affiliated investment advisory firms, providing services to them.

Employment History
Current Registrations
Madison Investment Advisors, LLC
May 2024 - Present · 1 yr 9 mos
Mfd Distributor, LLCBroker
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
August 2012 - May 2014 · 1 yr 9 mos
M&i Financial Advisors, INCBroker
April 2012 - August 2012 · 4 mos
Lincoln Financial Advisors CorporationBroker
June 2006 - March 2012 · 5 yrs 9 mos
M&i Brokerage Services, INC.Broker
February 2005 - June 2006 · 1 yr 4 mos
Lincoln Financial Advisors CorporationBroker
July 2002 - February 2005 · 2 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
July 2002 - February 2005 · 2 yrs 7 mos
State Registrations1 state
WI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.