Patrick F. Ryan

MADISON ASSET MANAGEMENT

MADISON, WI 53711

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CRD#: 4631570

Professional summary

Patrick F Ryan is a registered financial advisor currently at MADISON ASSET MANAGEMENT located in Madison, Wisconsin.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Patrick has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Patrick F Ryan'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

January 14, 2010 - Present

MADISON ASSET MANAGEMENT

Office #1: 550 Science Drive, Madison, WI 53711

RIA

CRD#: 130874

MADISON, WI

Past

July 1, 2009 - September 12, 2013

MFD DISTRIBUTOR, LLC

CRD#: 44930

MADISON, WI

Past

June 24, 2008 - March 4, 2010

TRUSTAGE INVESTMENT MANAGEMENT

RIA

CRD#: 105960

MADISON, WI

Past

February 17, 2004 - July 2, 2009

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

March 11, 2003 - February 4, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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 ASSET MANAGEMENT

MADISON ASSET MANAGEMENT | MADISON ASSET MANAGEMENT, LLC

CRD#: 130874 / SEC#: 801-62992

RIA

Registered Investment Advisory firm - (4/27/2004 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
(1/14/2010)

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

Series 63

Date: 4/17/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/7/2003

General Securities Representative Examination

Current Firm

MADISON ASSET MANAGEMENT

MADISON ASSET MANAGEMENT | MADISON ASSET MANAGEMENT, LLC

CRD#: 130874 / SEC#: 801-62992

RIA

Registered Investment Advisory firm - (4/27/2004 Approved)

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Contact information

Main Address

550 Science Drive, Madison, WI 53711

Mailing Address

Phone number

(800) 767-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAM DISCLOSURE BROCHURE WITH SMC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	44
AUM (Assets Under Management)	$ 5,176,717,599

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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Patrick F. Ryan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick F Ryan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON ASSET MANAGEMENT

MFD DISTRIBUTOR, LLC

TRUSTAGE INVESTMENT MANAGEMENT

CUNA BROKERAGE SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

MADISON ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 4/17/2003

Series 7

Date: 3/7/2003

Current Firm

MADISON ASSET MANAGEMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MADISON ASSET MANAGEMENT

TRUST BUT VERIFY

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