Yvonne M. Madson

MADSON WEALTH ADVISORS

SANTA ROSA, CA 95401

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CRD#: 4166833

Professional summary

Yvonne Mackenzie Madson, ChFC®, who also goes by Cindy Yvonne Mackenzie, Yvonne Cindy Mackenzie, Yvonne Cindy Madson, Cindy Yvonne Velazquez, Yvonne Cindy VIsnius, is a registered financial advisor currently at MADSON WEALTH ADVISORS INC. located in Santa Rosa, California.

Yvonne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Yvonne has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Cindy Yvonne Mackenzie | Yvonne Cindy Mackenzie | Yvonne Cindy Madson | Cindy Yvonne Velazquez | Yvonne Cindy Visnius

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yvonne Mackenzie Madson'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

February 6, 2026 - Present

MADSON WEALTH ADVISORS INC.

Office #1: 1160 North Dutton Ave Ste 210, Santa Rosa, CA 95401

RIA

CRD#: 338608

SANTA ROSA, CA

Past

February 2, 2024 - February 9, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Santa Rosa, CA

Past

August 4, 2008 - February 5, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

SANTA ROSA, CA

Past

October 4, 2001 - February 5, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

SANTA ROSA, CA

Past

May 15, 2000 - September 13, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

May 15, 2000 - September 13, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

California
(2/6/2026)

IAR

New Hampshire
(2/6/2026)

IAR

Texas
(2/6/2026)

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 66

Date: 7/31/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/12/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MADSON WEALTH ADVISORS INC.

CRD#: 338608 / SEC#: 801-135220

RIA

Registered Investment Advisory firm - (1/21/2026 120-Day Approval)

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Contact information

Main Address

1160 North Dutton Ave Ste 210, Santa Rosa, CA 95401

Mailing Address

Phone number

(707) 578-6850

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (12/22/2025)

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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Yvonne M. Madson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yvonne Mackenzie Madson's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2008

Series 63

Date: 7/15/2000

SIE

Date: 10/1/2018

Series 7

Date: 11/13/2007

Series 6

Date: 5/12/2000

Current Firm

MADSON WEALTH ADVISORS INC.

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

MADSON WEALTH ADVISORS INC.

TRUST BUT VERIFY

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