John E. Cress

MADISON PARTNERS

Manitowoc, WI 54220

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CRD#: 1029139

Professional summary

John Edward Cress IV, CFP®, who also goes by John E Cress, John Edward Cress, is a registered financial advisor currently at MADISON PARTNERS located in Manitowoc, Wisconsin.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. John has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Retirement Income Management

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Hourly

Investment Advice with Ongoing...

Investment Advice without Ongo...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Are you a "fiduciary"?

Yes

Aliases

John E Cress | John Edward Cress

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

John Cress LLC; Not investment related; 901 York St, Manitowoc, WI. 54220; LLC managing residual, intangible assets (web domains, copyrights, intellectual property) and recurring expenses from prior business sale; Managing Member; 1/1/2025 Start Date; 1 hour per month; LLC managing residual, intangible assets (web domains, copyrights, intellectual property) and recurring expenses from prior business sale

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Cress IV's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

May 1, 2024 - Present

MADISON PARTNERS

Office #1: 901 York St, Manitowoc, WI 54220

RIA

CRD#: 305824

Manitowoc, WI

Past

June 11, 2007 - December 4, 2024

PRACTICAL PORTFOLIOS LLC

RIA

CRD#: 144213

MANITOWOC, WI

Past

May 24, 1998 - June 27, 2007

ACCESS INVESTMENT ADVISORS INC

RIA

CRD#: 109006

MANITOWOC, WI

Past

August 30, 1996 - February 23, 1999

CRI SECURITIES, LLC

CRD#: 22589

ST. PAUL, MN

Past

August 18, 1988 - February 23, 1999

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

June 18, 1984 - August 23, 1988

CONSOLIDATED RESOURCES, INC.

CRD#: 13747

Past

September 16, 1983 - May 1, 1984

CONSOLIDATED RESOURCES, INC.

CRD#: 13747

Past

January 26, 1982 - September 6, 1983

IRG SECURITIES, INC.

CRD#: 4182

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA

Registered Investment Advisory firm - (3/4/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(5/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/2/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/18/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/16/1982

General Securities Representative Examination

Current Firm

MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168

RIA

Registered Investment Advisory firm - (3/4/2020 Approved)

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Contact information

Main Address

1502 W Broadway Suite 301, Madison, WI 53713

Mailing Address

Phone number

(608) 210-1021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (12/20/2024)

Regulatory assets under management

Total Number of Accounts	5,779
AUM (Assets Under Management)	$ 1,094,186,882

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John E. Cress

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Cress IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRACTICAL PORTFOLIOS LLC

ACCESS INVESTMENT ADVISORS INC

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

CONSOLIDATED RESOURCES, INC.

CONSOLIDATED RESOURCES, INC.

IRG SECURITIES, INC.

Primary Firm SEC Registration

MADISON PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/1996

Series 63

Date: 3/18/1982

Series 7

Date: 1/16/1982

Current Firm

MADISON PARTNERS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON PARTNERS

TRUST BUT VERIFY

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