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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MADISON PARTNERS

MADISON WEALTH PARTNERS, INC., CRD 305824

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3f07a5d-becb-5e4f-600e-3d39994d3721

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 47
Dated events: 12
On other graphs: 0
Observed: Feb 3, 2020 to Sep 17, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 40
RAUM per advisor: $32.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 17
Offices: 26Schedule D 1.F, beyond the principal office
Accounts: 6,213
Individual clients: 1,675
High net worth clients: 367
Custody, client assets: $538M
SEC number: 801-118168
CIK: 1844424
CRD: 305824
Filings on the tape: 41
First filed: Feb 3, 2020
Latest filed: Sep 17, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 40

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Mark Peter McFarland	Certified Financial Planner	MADISON, WI \| WAUNAKEE, WI	6	16	1	no
Shane Daniel Kieler	Certified Financial Planner	MADISON, WI	6	16	1	no
George Carpenter	n/a	Brodhead, WI \| MADISON, WI	5	14	1	no
Zachary Thomas Kuehl	Certified Financial Planner	MADISON, WI	5	14	1	no
Coty Allen Hainsey	Certified Financial Planner	Waunakee, WI \| MADISON, WI	5	10	1	no
Aaron Brandon Johnson	n/a	MADISON, WI \| Waunakee, WI	2	15	n/a	no
Shelley Marie Moffatt	n/a	WAUNAKEE, WI \| MADISON, WI	2	29	1	no
JOHN EDWARD CRESS	Certified Financial Planner	MADISON, WI \| Manitowoc, WI	2	44	2	no
Carsen Daniel Strang	n/a	MADISON, WI \| Waunakee, WI	2	12	n/a	no
Carly Christine Burgess	n/a	Waunakee, WI \| MADISON, WI	1	11	n/a	no
ROSEMARY BARNES	Certified Financial Planner	Wausau, WI \| MADISON, WI	1	40	1	no
David Roasa	n/a	MADISON, WI	1	16	2	no
SUZANNE ROSE SORIANO	n/a	MADISON, WI	1	17	n/a	no
KAI B. SCHUSTER	n/a	MADISON, WI \| TAMPA, FL	1	11	2	no
Aliasgar Mithaseth	n/a	Naperville, IL \| MADISON, WI \| BURR RIDGE, IL	0	10	n/a	no
RONALD RICHARD DEMERS	n/a	MADISON, WI \| SCOTTSDALE, AZ	0	12	3	no
Mary O Morrow	n/a	MADISON, WI \| STURGEON, WI	0	36	5	no
Richard Carl Precious	n/a	MADISON, WI \| Houston, TX	0	16	6	no
Thomas Joseph Dohogne	Certified Financial Planner	Lakespur, CO \| MADISON, WI	0	22	5	no
Laura Perez Nash	n/a	MADISON, WI \| SHENANDOAH, TX	0	22	2	no
NATHANIEL MACON HEDDEN	n/a	MADISON, WI \| Madison, WI	0	17	1	no
Brian M Ericson-Huneck	Certified Financial Planner	MADISON, WI \| Pewaukee, WI	0	14	n/a	no
ERIC DANIEL HENCLEY	n/a	WAUSAU, WI \| MADISON, WI	0	30	2	no
Cole Ronald McIlroy	n/a	MADISON, WI	0	19	1	no
Dina Siracusa Tupper	n/a	MADISON, WI \| Montgomery, TX	0	25	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Kieler, Shane, Daniel	CO-CHIEF EXECUTIVE OFFICER	D	yes	02/2020	Sep 14, 2026	Sep 14, 2026
McFarland, Mark, Peter	CO-CHIEF EXECUTIVE OFFICER	D	yes	02/2020	Sep 14, 2026	Sep 14, 2026
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	no	01/2026	Sep 14, 2026	Sep 14, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Waunakee	Wi	United States	4	no
Brodhead	Wi	United States	1	no
Madison	Wi	United States	1	no
Manitowoc	Wi	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$1.3B	$1.3B	17	17	6	n/a	n/a
2024	Mar 31, 2025	$1.1B	$1.1B	16	12	4	n/a	n/a
2023	Jan 2, 2024	$559M	$543M	12	8	3	n/a	n/a
2022	Dec 6, 2022	$462M	$455M	10	6	2	n/a	n/a
2021	Dec 13, 2021	$433M	$433M	11	6	2	n/a	n/a
2020	Dec 23, 2020	$235M	$231M	7	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
26	3	23	7.5%	6	1	0	32	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.1B	19.1%	$462M	41.3%	17	16	26	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EDWARD JONES	2	May 11, 2021	May 14, 2021	MADISON, WI	Team lift out	Ibd to RIA	0.0%

Relationships

Registered with (44)

← DANIEL MACHADOAdvisorregistration: current employment
Sep 4, 2026 to presentfactForm ADV
← PATRICK ERNEST IHNKENAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← MARK STUART SCHAFFERAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← KEATON H HAMILTONAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← ANDREW AUSTIN PAGEAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← HAHNA LEAH RADAAdvisorregistration: current employment
Jul 21, 2026 to presentfactForm ADV
← Brian Joseph AnaniaAdvisorregistration: current employment
Jun 9, 2026 to presentfactForm ADV
← ALTUG DINCTURKAdvisorregistration: current employment
Jun 3, 2026 to presentfactForm ADV
← PAUL JOSEPH VALENTEAdvisorregistration: current employment
Jun 2, 2026 to presentfactForm ADV
← CHRISTOPHER ELLIS MCCOYAdvisorregistration: current employment
May 28, 2026 to presentfactForm ADV
← JOHN LOUIS FRIGERIAdvisorregistration: current employment
May 6, 2026 to presentfactForm ADV
← Julia McLean EllisorAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← YU LIAdvisorregistration: current employment
Apr 17, 2026 to presentfactForm ADV
← Aidan Michael DonahueAdvisorregistration: current employment
Mar 4, 2026 to presentfactForm ADV
← Aliasgar MithasethAdvisorregistration: current employment
Feb 27, 2026 to presentfactForm ADV
← Dina Siracusa TupperAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← Cole Ronald McIlroyAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← ERIC DANIEL HENCLEYAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← Brian M Ericson-HuneckAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← NATHANIEL MACON HEDDENAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Laura Perez NashAdvisorregistration: current employment
Dec 8, 2025 to presentfactForm ADV
← Thomas Joseph DohogneAdvisorregistration: current employment
Dec 5, 2025 to presentfactForm ADV
← Richard Carl PreciousAdvisorregistration: current employment
Nov 20, 2025 to presentfactForm ADV
← Mary O MorrowAdvisorregistration: current employment
Oct 29, 2025 to presentfactForm ADV
← RONALD RICHARD DEMERSAdvisorregistration: current employment
Oct 3, 2025 to presentfactForm ADV
← KAI B. SCHUSTERAdvisorregistration: current employment
Sep 18, 2025 to presentfactForm ADV
← SUZANNE ROSE SORIANOAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← David RoasaAdvisorregistration: current employment
Sep 3, 2025 to presentfactForm ADV
← ROSEMARY BARNESAdvisorregistration: current employment
Jul 30, 2025 to presentfactForm ADV
← Carly Christine BurgessAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
and 14 more

Controls (2)

← McFarland, Mark, PeterOwnerCO-CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 6, 2020 to Dec 20, 2024factForm ADV
← Kieler, Shane, DanielOwnerCO-CHIEF EXECUTIVE OFFICER, ownership code D, individual
Mar 6, 2020 to Dec 20, 2024factForm ADV

Moved with (1)

← EDWARD JONESRegistered adviser2 advisors, team lift out
May 11, 2021 to May 14, 2021factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 23, 2026
Advisor changed firm
Benjamin L'Empereur left Madison Partners for Ellenbecker Investment Group (registered 2026-07-29)
Form ADVobserved 5 days ago
Occurred
Jun 9, 2026
Advisor changed firm
John Cleary left Madison Partners for Usaa Investment Services Company (registered 2026-08-11)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2026
Advisor changed firm
Nikita A. Kibardin left Madison Partners for Ellenbecker Investment Group (registered 2026-04-01)
Form ADVobserved 5 days ago
Occurred
Jun 20, 2025
Advisor changed firm
Nicholas Richard Simonson left Madison Partners for Cwm, Llc (registered 2025-06-30)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2024
Regulatory AUM changed
Madison Partners reported RAUM $1.1B, up 96% from $559.0M (2024-11-01 to 2024-12-20)
Form ADVobserved 5 days ago
$535M
Occurred
Jan 12, 2024
Advisor changed firm
David Christopher Masias left Madison Partners for Advice And Planning Services (registered 2024-05-13)
Form ADVobserved 5 days ago
Occurred
Dec 13, 2021
Regulatory AUM changed
Madison Partners reported RAUM $432.9M, up 84% from $235.0M (2021-08-11 to 2021-12-13)
Form ADVobserved 5 days ago
$198M
Occurred
Mar 6, 2020
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Madison Partners (listed 2020-02-03, absent 2020-03-06)
Form ADVobserved 5 days ago
Occurred
Mar 6, 2020
Control person joined
Daniel Shane Kieler (Managing Member / Managing Partner) appeared on Schedule A of Madison Partners
Form ADVobserved 5 days ago
Occurred
Mar 6, 2020
Control person joined
Peter Mark Mcfarland (Managing Member / Managing Partner And Chief Compliance Officer) appeared on Schedule A of Madison Partners
Form ADVobserved 5 days ago
Occurred
Feb 3, 2020
First Form ADV filing
Madison Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Sep 16, 2026
Michael D Gross registered as an investment adviser representative at Madison Partners

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3f07a5d-becb-5e4f-600e-3d39994d3721
First observed: Feb 3, 2020
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings
3 registered feeds 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.

MADISON PARTNERS

MADISON WEALTH PARTNERS, INC., CRD 305824

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3f07a5d-becb-5e4f-600e-3d39994d3721

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Mark Peter McFarland

Certified Financial Planner

MADISON, WI | WAUNAKEE, WI

Shane Daniel Kieler

Certified Financial Planner

MADISON, WI

George Carpenter

n/a

Brodhead, WI | MADISON, WI

Zachary Thomas Kuehl

Certified Financial Planner

MADISON, WI

Coty Allen Hainsey

Certified Financial Planner

Waunakee, WI | MADISON, WI

Aaron Brandon Johnson

n/a

MADISON, WI | Waunakee, WI

n/a

Shelley Marie Moffatt

n/a

WAUNAKEE, WI | MADISON, WI

JOHN EDWARD CRESS

Certified Financial Planner

MADISON, WI | Manitowoc, WI

Carsen Daniel Strang

n/a

MADISON, WI | Waunakee, WI

n/a

Carly Christine Burgess

n/a

Waunakee, WI | MADISON, WI

n/a

ROSEMARY BARNES

Certified Financial Planner

Wausau, WI | MADISON, WI

David Roasa

n/a

MADISON, WI

SUZANNE ROSE SORIANO

n/a

MADISON, WI

n/a

KAI B. SCHUSTER

n/a

MADISON, WI | TAMPA, FL

Aliasgar Mithaseth

n/a

Naperville, IL | MADISON, WI | BURR RIDGE, IL

n/a

RONALD RICHARD DEMERS

n/a

MADISON, WI | SCOTTSDALE, AZ

Mary O Morrow

n/a

MADISON, WI | STURGEON, WI

Richard Carl Precious

n/a

MADISON, WI | Houston, TX

Thomas Joseph Dohogne

Certified Financial Planner

Lakespur, CO | MADISON, WI

Laura Perez Nash

n/a

MADISON, WI | SHENANDOAH, TX

NATHANIEL MACON HEDDEN

n/a

MADISON, WI | Madison, WI

Brian M Ericson-Huneck

Certified Financial Planner

MADISON, WI | Pewaukee, WI

n/a

ERIC DANIEL HENCLEY

n/a

WAUSAU, WI | MADISON, WI

Cole Ronald McIlroy

n/a

MADISON, WI

Dina Siracusa Tupper

n/a

MADISON, WI | Montgomery, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Kieler, Shane, Daniel

CO-CHIEF EXECUTIVE OFFICER

yes

02/2020

Sep 14, 2026

McFarland, Mark, Peter

CO-CHIEF EXECUTIVE OFFICER

yes

02/2020

Sep 14, 2026

SADZEWICZ, GERY, JOSEPH

CHIEF COMPLIANCE OFFICER

01/2026

Sep 14, 2026

City

State

Country

Employees

Also broker-dealer

Waunakee

United States

Brodhead

United States

Madison

United States

Manitowoc

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$1.3B

n/a

2024

Mar 31, 2025

$1.1B

n/a

2023

Jan 2, 2024

$559M

$543M

n/a

2022

Dec 6, 2022

$462M

$455M

n/a

2021

Dec 13, 2021

$433M

n/a

2020

Dec 23, 2020

$235M

$231M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.1B

19.1%

$462M

41.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EDWARD JONES

May 11, 2021

May 14, 2021

MADISON, WI

Team lift out

Ibd to RIA

0.0%