Mary O. Morrow

MADISON PARTNERS

STURGEON, WI 54235

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CRD#: 2075171

Professional summary

Mary O Morrow, who also goes by Mary Oyen Morrow, Mary Oyen Ohnesorge, Mary Oyen, Mary Oyenohnesorge, is a registered financial advisor currently at MADISON PARTNERS located in Sturgeon, Wisconsin.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Mary has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Oyen Morrow | Mary Oyen Ohnesorge | Mary Oyen | Mary Oyenohnesorge

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.

1) Licensed insurance agent; Not investment-related;253 N. First Avenue, 5, Sturgeon Bay, WI, 54235; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary O Morrow'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®

None

Experience

Current

October 29, 2025 - Present

MADISON PARTNERS

Office #1: 253 N. First Avenue 5, Sturgeon, WI 54235

RIA

CRD#: 305824

STURGEON, WI

Past

May 29, 2019 - October 21, 2025

GUARDIAN FINANCIAL

RIA

CRD#: 164098

Sturgeon Bay, WI

Past

July 3, 2017 - January 25, 2019

CEDAR HILL ASSOCIATES, LLC

RIA

CRD#: 147206

Sturgeon Bay, WI

Past

March 28, 2016 - June 28, 2017

CAMBIUM ASSET MANAGEMENT LLC

RIA

CRD#: 170314

CHICAGO, IL

Past

October 7, 2011 - December 31, 2015

OSAIC SERVICES, INC.

RIA

CRD#: 133763

STURGEON BAY, WI

Past

September 6, 2011 - December 31, 2015

OSAIC SERVICES, INC.

CRD#: 133763

STURGEON BAY, WI

Past

March 8, 2001 - September 2, 2011

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

STURGEON BAY, WI

Past

December 18, 2000 - September 2, 2011

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

STURGEON BAY, WI

Past

September 11, 2000 - December 21, 2000

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

January 4, 1996 - August 15, 2000

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

March 18, 1993 - December 19, 1994

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

April 20, 1992 - March 5, 1993

KINGLAND CAPITAL CORPORATION

CRD#: 16341

Past

July 17, 1990 - April 24, 1992

WINTRUST INVESTMENTS LLC

CRD#: 875

CHICAGO, IL

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
(10/29/2025)

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: 12/24/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/7/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/1990

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

Mary O. Morrow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary O Morrow's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUARDIAN FINANCIAL

CEDAR HILL ASSOCIATES, LLC

CAMBIUM ASSET MANAGEMENT LLC

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

KINGLAND CAPITAL CORPORATION

WINTRUST INVESTMENTS LLC

Primary Firm SEC Registration

MADISON PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/24/1999

Series 63

Date: 9/7/1990

SIE

Date: 12/31/2015

Series 7

Date: 7/16/1990

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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