Nathaniel M. Hedden

MADISON PARTNERS

Madison, WI 53719-1047

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CRD#: 5652562

Professional summary

Nathaniel Macon Hedden, who also goes by Nate Macon Hedden, is a registered financial advisor currently at MADISON PARTNERS located in Madison, Wisconsin.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Nathaniel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Macon Hedden

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) On a transitional basis, Mr. Hedden will be dually registered as an Investment Advisor Representative with Musser Capital Advisors, LLC and as an Investment Advisor Representative with Madison Wealth Partners, Inc. until 10/01/2023, after which Mr. Hedden will be solely registered as an Investment Advisor Representative with Madison Wealth Partners, Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Macon Hedden'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

July 5, 2023 - Present

MADISON PARTNERS

Office #1: 6502 Grand Teton Plaza Suite 103, Madison, WI 53719-1047

RIA

CRD#: 305824

Madison, WI

Past

June 30, 2009 - December 6, 2023

MUSSER CAPITAL ADVISORS, LLC

RIA

CRD#: 147936

MADISON, 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 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
(7/5/2023)

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: 6/29/2009

Uniform Investment Adviser Law 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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Nathaniel M. Hedden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Macon Hedden's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON PARTNERS

MUSSER CAPITAL ADVISORS, LLC

Primary Firm SEC Registration

MADISON PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2009

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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