Madison Cheyenne Konermann
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsAug 2022 to Jun 2024
- Securities America, Inc.Aug 2022 to Jun 2024
- Christian Academy of IndianaOct 2020 to Mar 2023
- Securities America AdvisorsOct 2020 to Jun 2022
- Securities America, Inc.May 2020 to Jun 2022
- Riverbend InsightsMay 2019 to Sep 2019
- Riverbend Financial GroupApr 2019 to Jun 2022
- Christian Academy of IndianaAug 2017 to Mar 2018
- University of LouisvilleJun 2017 to May 2020
- Christian Academy of IndianaAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7252491
- Firm CRD
- 23131