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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

Kevin Madigan

Advisor at SCHWAB WEALTH ADVISORY, INC.

Atlanta, GA

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Search this name across graphsid dfx:ria:f77269ab-d549-0459-8306-5df49d14599d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 7, 2017 to Sep 14, 2026

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

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 1, 2017
First registration: Feb 7, 2017
Dual registered: yes, broker-dealer
Other names: KEVIN MICHAEL MADIGAN
IAPD individual key: 6245102

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
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Aug 19, 2025	n/a	yes	Atlanta, GA	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 19, 2025	Aug 19, 2025	no	Atlanta, GA\|Phoenix, AZ	Previous registration
WELA STRATEGIES, INC.	Former SEC adviser	Aug 23, 2023	Jul 18, 2025	no	ATLANTA, GA	Previous registration
FISHER INVESTMENTS	Independent wealth	Aug 15, 2018	Jul 18, 2023	no	PLANO, TX\|Camas, WA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Feb 7, 2017	Jul 12, 2018	no	Alpharetta, GA\|ARLINGTON, VA	Previous registration

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
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Aug 19, 2025	Aug 19, 2025	0	Channel change	Other
WELA STRATEGIES, INC.	CHARLES SCHWAB & CO., INC.	Jul 18, 2025	Aug 19, 2025	32	Firm change	RIA to ibd
FISHER INVESTMENTS	WELA STRATEGIES, INC.	Jul 18, 2023	Aug 23, 2023	36	Firm change	RIA to RIA
E*TRADE CAPITAL MANAGEMENT, LLC	FISHER INVESTMENTS	Jul 12, 2018	Aug 15, 2018	34	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5393:159035:AZ:2025-08-19	Aug 19, 2025	Aug 19, 2025	PHOENIX, AZ	Firm change

Relationships

Registered with (5)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Aug 19, 2025 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 19, 2025 to Aug 19, 2025factForm ADV
→ WELA STRATEGIES, INC.Registered adviserregistration: previous registration
Aug 23, 2023 to Jul 18, 2025factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Aug 15, 2018 to Jul 18, 2023factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 7, 2017 to Jul 12, 2018factForm ADV

Dated events

Occurred
Jul 18, 2025
Advisor changed firm
Kevin Madigan left Wela Strategies, Inc. for Charles Schwab & Co., Inc. (registered 2025-08-19)
Form ADVobserved 6 days ago
Occurred
Jul 18, 2023
Advisor changed firm
Kevin Madigan left Fisher Investments for Wela Strategies, Inc. (registered 2023-08-23)
Form ADVobserved 6 days ago