Sheila Rene Madrigal
Investment adviser representative at Insight Folios
34 yearsExperience
1 stateRegistered in
$331.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Kaizen Wealth ManagementJul 2022 to now
- Insight FoliosJan 2020 to now
- Elliott FinancialNov 2019 to Jul 2022
- UnemployedMar 2019 to Nov 2019
- JP Morgan Securities LLCAug 1992 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Insight Folios
Legal name: Insight Folios Inc
$331.3MAssets managed
1,228Clients
19Advisers
7 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
- 3044284
- Firm CRD
- 174411