George Carpenter
Investment adviser representative at Madison Partners
14 yearsExperience
2 statesRegistered in
$1.3BFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Madison PartnersOct 2020 to now
- Edward JonesFeb 2012 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 6025871
- Firm CRD
- 305824