Michael D Gross
Investment adviser representative at Madison Partners
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
27 years in the industry.
- Madison PartnersSep 2026 to now
- Wells Fargo Clearing Services, LLCOct 2025 to Jun 2026
- UnemployedMay 2025 to Oct 2025
- Schwab Wealth Advisory IncMay 2022 to May 2025
- Charles Schwab BankMay 2016 to May 2022
- Charles Schwab & Co., Inc.Jul 1999 to May 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2604292
- Firm CRD
- 305824