Margo Nell Benson
Professional Summary
Margo Nell Benson, who also goes by Margo Nell Baumgartner, Margo N Benson, was a registered financial advisor. Margo was a previously registered financial professional and started their career in finance 1985 - 2013. Margo had worked at 3 firms and has passed the Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Margo Nell Baumgartner, Margo N Benson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
BUTTONWOOD PARTNERS, INC.
Contact Information
Main Address
701 Deming Way Suite 100, Madison, WI 53717Mailing Address
701 Deming Way Suite 100, Madison, WI 53717Phone Number
(608) 827-6400Established
Wisconsin since 03/15/1990Firm Type
CorporationFiscal Year End
SeptemberFirm Size
Small# of Employees
3FINRA licenses (47 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KRUEGER, BRUCE EDWARD | DIRECTOR, TREASURER, VICE PRESIDENT | 853517 |
| MCLELLAN, JODIE ANNETTE | VICE PRESIDENT AND SECRETARY | 2751334 |
| RADEMACHER, GREGORY SCOTT | PRESIDENT AND FINOP | 2949618 |
| VELOFF, KATIE MARIE | DIRECT OWNER | 7121396 |
| STRANG, TAMI KAY | CHIEF COMPLIANCE OFFICER AND MUNICIPAL SECURITIES PRINCIPAL | 1964152 |
Regulatory Assets Under Management
Total Number of Accounts
28AUM (Assets Under Management)
$16,356,725Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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