Mark Stuart Schaffer
Investment adviser representative at Madison Partners
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Madison PartnersAug 2026 to now
- Armstrong Advisory Group Inc.May 2022 to Jul 2026
- Securities America Advisors, Inc.Oct 2017 to May 2022
- Securities America, Inc.Oct 2017 to May 2022
- Scottrade, Inc.Sep 2016 to Oct 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (WA).
Madison Partners
Legal name: Madison Wealth Partners, Inc.
$1.3BAssets managed
2,077Clients
42Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2447250
- Firm CRD
- 305824