Yvonne Mackenzie Madson
Investment adviser representative at Madson Wealth Advisors Inc.
24 yearsExperience
3 statesRegistered in
ChFC®Designation
$208.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Madson Wealth Advisors, Inc.Feb 2026 to now
- Commonwealth Financial Network dba Madson Wealth Advisors, Inc.Feb 2024 to Feb 2026
- Thrivent Financial for LutheransJul 2002 to Feb 2024
- Thrivent Investment Management IncJul 2002 to Feb 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (CA, NH, TX).
Madson Wealth Advisors Inc.
$208.7MAssets managed
171Clients
3Advisers
Under 1 yearIn 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
- 4166833
- Firm CRD
- 338608