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CFP
CM
CFP

Carlyle Kelly Madden

Brownson, Rehmus & Foxworth, INC.
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Brownson, Rehmus & Foxworth, INC.
Compensation
Fixed/Hourly
Firm Size
16 advisors
Number of Clients
248 clients
Average Client Portfolio
$17.2M average
Assets Under Management
$4.3B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$25,000

Location

227 West Monroe Street, Suite 1800, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Brownson, Rehmus & Foxworth, INC.
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
Morgan StanleyBroker
June 2009 - January 2016 · 6 yrs 7 mos
Morgan Stanley
June 2009 - January 2016 · 6 yrs 7 mos
Morgan Stanley & CO. IncorporatedBroker
July 2005 - June 2009 · 3 yrs 11 mos
Morgan Stanley & CO. Incorporated
March 2005 - June 2009 · 4 yrs 3 mos
Valence Capital Group, LLC
May 2003 - December 2004 · 1 yr 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.