Madison Mount
Investment adviser representative at Francis Financial
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$803.2MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Francis Financial, Inc.Apr 2022 to now
- Novi Wealth PartnersJun 2021 to Mar 2022
- Novi Wealth PartnersJun 2020 to Aug 2020
- Northwestern MutualDec 2019 to Mar 2020
- University of TampaSep 2017 to May 2021
- Notre Dame High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Francis Financial
Legal name: Francis Financial, Inc.
$803.2MAssets managed
256Clients
9Advisers
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
- 7204022
- Firm CRD
- 128067