Bryan P. Minogue
KARDINAL FINANCIAL
Verona, WI
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CRD#: 5803688
Professional summary
Bryan P Minogue, CFP® is a registered financial advisor currently at KARDINAL FINANCIAL located in Verona, Wisconsin.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Bryan has worked at 1 firm .
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
College/Education Planning
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice with Ongoing Management
Millennials
Retirement Plan Investment Advice
Biography
I live in Madison, WI with my wife, Maggie, and daughter, Rose. In my spare time I enjoy spending time with family and friends, getting outside, taking long walks with a good podcast, watching soccer (Manchester United), and hanging out on Peloton (ride with me: miggsy).
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Budgeting
Comprehensive Financial Planni...
Retirement Planning
Education Planning
Investment Planning
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan P Minogue's 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®
CFP®
Start date: 2019
Experience
Current
October 15, 2021 - Present
KARDINAL FINANCIAL
RIA
CRD#: 316730
Verona, WI
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
Texas(3/3/2022)
IAR
Wisconsin(10/15/2021)
Exams
Current Firm
KARDINAL FINANCIAL
KARDINAL FINANCIAL | KARDINAL FINANCIAL LLC
CRD#: 316730 / SEC#:
Texas
Registered Investment Advisory firm - (2/25/2022 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (10/15/2021 Approved)PREMIUM
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Contact information
Main Address
Verona, WI
Mailing Address
Phone number
(608) 405-6375
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 6,547,639 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
