Madisen Beatryce Karlson
Investment adviser representative at Ep Wealth Advisors
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$45.1BFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Ep Wealth Advisors, LLCOct 2025 to now
- Austin Private Wealth, LLCAug 2024 to Sep 2025
- The Real Wealth Collective LLCApr 2024 to Aug 2024
- Woven Financial PlanningJul 2023 to Aug 2024
- 2050 Wealth Partners, LLCNov 2021 to Jun 2024
- The Vanguard Group, Inc.Jun 2019 to Oct 2021
- Frandsen Morrill AdvisorsSep 2018 to May 2019
- Sanctuary Wealth ManagementDec 2017 to Aug 2018
- Brigham Young UniversityJun 2017 to Aug 2017
- Utah Valley UniversityJan 2017 to May 2019
- Missionary Training CenterSep 2016 to Feb 2017
- Brigham Young UniversityAug 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, UT).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 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
- 7027401
- Firm CRD
- 111147