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K••• M•••••• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant31 years in industry

K••• M•••••• A•••••

Advisor at M•••••• F•••••••• G••••• L••

MADISON, WI

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Search this name across graphsid dfx:ria:277698c2-49bc-9941-9095-a28ff84584df

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Nov 13, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

K••• M•••••• A•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•••••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 6, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• F•••••••• G••••• L••	Independent wealth	Aug 10, 2005	n/a	yes	MADISON, WI	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Aug 23, 2002	Sep 4, 2002	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	M•••••• F•••••••• G••••• L••	Sep 4, 2002	Aug 10, 2005	1,071	Firm change after gap	Other
F•••••••• I••••••••• A••••••• I•••••••••	C•••••• S••••• • C••• I•••	May 9, 2002

Relationships

Registered with (3)

→ M•••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Aug 10, 2005 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Aug 23, 2002 to Sep 4, 2002factForm ADV
→ F•••••••• I••••••••• A••••••• I•••••••••Registered adviserregistration: previous registration
Nov 13, 2000 to May 9, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:277698c2-49bc-9941-9095-a28ff84584df
First observed: Nov 13, 2000
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.