Madison Williams
Investment adviser representative at Avier Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Avier Wealth AdvisorsJun 2025 to now
- Kaizen Financial Advisors, LLCSep 2024 to Apr 2025
- Bank of America, N.A.Apr 2024 to Sep 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2024 to Sep 2024
- Easy Mile Management LLCMay 2023 to Jun 2023
- Community Foundation of Sarasota CountyApr 2023 to Mar 2024
- Ameriprise Financial Services, LLCMar 2022 to Mar 2023
- D.A. Davidson & Co.Nov 2018 to Feb 2022
- Alan Webb Auto GroupJan 2018 to Nov 2018
- Mac IncNov 2017 to Dec 2017
- BrewvanaSep 2017 to Nov 2017
- D.A. BentleyMay 2017 to Aug 2017
- Robert HalfMay 2017 to Aug 2017
- Dale Kruger CpaJan 2017 to Apr 2017
- Larimer Humane SocietyJun 2016 to May 2017
- Boise State UniversityMay 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
Avier Wealth Advisors
Legal name: Ram Investment Partners, LLC
$1.2BAssets managed
583Clients
16Advisers
14 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
- 7044565
- Firm CRD
- 161077