Madelyn
Oemig

Wealthspire Advisors

CRD#7782933
Investment Advisor
in Milwaukee, WI

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About this Advisor

Madelyn Oemig is a financial advisor based in Milwaukee, Wisconsin, working with Wealthspire Advisors. Madelyn has previously held positions at Wealthspire Advisors, University Of Wisconsin Madison, and High School/Middle School. Madelyn has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Madelyn is part of Wealthspire Advisors, which operates out of Milwaukee, Wisconsin. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

330 Kilbourn Suite 1219
Milwaukee, WI 53202

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Wealthspire Advisors Brokerage Details

Total Assets Under Management

$18,872,379,313

WI Average: $7,464,549,021
Total Number of Employees

259

WI Average: 88
Total Number of Accounts

7,156

WI Average: 3,892
Average Account Size

$2,637,281

WI Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Madelyn Oemig Work History

2023 - Present (2 years)

Wealthspire Advisors

2022 - 2022 (< 1 year)

Wealthspire Advisors

2020 - 2023 (3 years)

University Of Wisconsin Madison

2013 - 2020 (7 years)

High School/Middle School

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Disclosures

Please visit the SEC profile of Madelyn Oemig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthspire Advisors

Gail Harris
New York, NY
Charles Walker
Fulton, MD
Jonathan Berhane
New York, NY
Brent Katterheinrich
Madison, WI
Emily Platt
Potomac, MD
Matthew Moser
New York, NY
Raziel Hecht
Delafield, WI
Inessa Mischenko
Potomac, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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