Matthew Howard Weiss
Investment adviser representative at Madison Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$13.8BFirm assets
30 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 assetsFixed 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
13 years in the industry.
- Madison Investment Advisors, LLCMay 2022 to now
- Investacorp IncSep 2019 to Jul 2020
- Klaas Financial Asset Advisors LLCJul 2017 to May 2022
- University of Wi-madisonSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WI).
Madison Investment Advisors, LLC
$13.8BAssets managed
16,164Clients
20Advisers
30 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
- 6654870
- Firm CRD
- 110297