MM
Madeline Mcivor
CORE PLANNING
Pittsburgh, PA
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CRD#: 6152205
MM
Professional summary
Madeline Mcivor, CFP®, who also goes by Madeline Jane Good, Madeline Good-mcivor, Madeline J Good, Madeline Good Mcivor, is a registered financial advisor currently at CORE PLANNING located in Pittsburgh, Pennsylvania and BOLDIN ADVISORS located in Pittsburgh, Pennsylvania.
Madeline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Madeline has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Madeline Jane Good | Madeline Good-Mcivor | Madeline J Good | Madeline Good Mcivor
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) Uprise; Investment-related; 548 Market Street PMB 48325, San Francisco, CA. 94104; Startup that provides financial plans to small business owners; Financial Advisor; 3/31/2025; 5o hours per month; 25 during trading hours; Conduct intro sales calls and write financial plans as an independent contractor 2) Madeline McIvor is dually registered with NewRetirement Advisors LLC ("NewRetirement") and Core Planning ("Core Planning"). Mrs. McIvor has served as an investment advisor representative for NewRetirement and as an investment advisor representative of Core Planning since 04/2025. Business is conducted from Pittsburgh, Pennsylvania, 15243. Approximately 40% of Mrs. McIvor's time is for services as an investment advisor representative with Core Planning and approximately 30% of her time is for services as an investment advisor representative with NewRetirement.
CRS (Client Relationship Summary) - RIA
Click below to view Madeline Mcivor'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®
Experience
Current
January 8, 2025 - Present
CORE PLANNING
RIA
CRD#: 154660
Pittsburgh, PA
Current
April 28, 2025 - Present
BOLDIN ADVISORS
RIA
CRD#: 294881
Pittsburgh, PA
Past
August 27, 2020 - August 30, 2024
FACET
RIA
CRD#: 285961
Pittsburgh, PA
Past
November 9, 2017 - October 27, 2020
CAHABA WEALTH MANAGEMENT, INC.
RIA
CRD#: 151675
ATLANTA, GA
Past
April 22, 2016 - October 11, 2017
TRUEWEALTH MANAGEMENT
RIA
CRD#: 111055
ATLANTA, GA
Past
July 31, 2014 - January 2, 2015
BILL FEW SECURITIES, INC.
BD
CRD#: 41917
PITTSBURGH, PA
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".
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)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
Missouri(1/8/2025)
IAR
Pennsylvania(3/27/2025)
IAR
Texas(7/10/2025)
IAR
Washington(7/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
706 N Main St, Ofallon, MO 63366
Mailing Address
Phone number
(636) 734-7507
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
