Jodie A. Mclellan
Professional summary
Jodie A Mclellan, who also goes by Jodie Annette Mclellan, is a registered financial advisor currently at SYCAMORE INVESTMENT CONSULTING SERVICES, LLC located in Madison, Wisconsin and BUTTONWOOD PARTNERS, INC. located in Madison, Wisconsin.
Jodie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jodie has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jodie A Mclellan's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 23, 2023 - Present
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
Office #1: 701 Deming Way Suite 100, Madison, WI 53717January 13, 2004 - Present
BUTTONWOOD PARTNERS, INC.
Office #1: 701 Deming Way Suite 100, Madison, WI 53717January 4, 2003 - August 28, 2003
HILLTOP SECURITIES INC.
March 5, 2002 - January 2, 2003
LASALLE FINANCIAL SERVICES, INC.
August 30, 1997 - April 19, 1999
MOMENTUM INDEPENDENT NETWORK INC.
March 12, 1997 - January 10, 2002
HILLTOP SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/4/2008)
(1/4/2016)
(1/4/2008)
(1/4/2008)
(10/22/2013)
(8/16/2018)
(10/30/2013)
(1/4/2008)
(12/16/2011)
(1/4/2008)
(4/29/2015)
(10/22/2012)
(1/1/2020)
(10/17/2012)
(1/4/2008)
(1/4/2008)
(1/4/2008)
(4/23/2018)
(1/4/2016)
(5/6/2013)
(1/2/2018)
(1/4/2016)
(1/4/2008)
(1/4/2008)
(1/7/2008)
(1/4/2008)
(10/22/2012)
(4/18/2016)
(1/2/2018)
(1/4/2016)
(1/20/2015)
(1/4/2008)
(10/22/2012)
(1/4/2008)
(1/13/2004)
(10/23/2023)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD#: 125081 / SEC#: 801-134876
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 116 |
| AUM (Assets Under Management) | $ 159,553,914 |
Red Flags
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