Kai Schuster

MADISON PARTNERS

TAMPA, FL

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CRD#: 6419010

Professional summary

Kai Schuster is a registered financial advisor currently at MADISON PARTNERS located in Tampa, Florida.

Kai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kai has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO, SIE 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 Kai Schuster'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

September 18, 2025 - Present

MADISON PARTNERS

RIA

CRD#: 305824

TAMPA, FL

Past

September 2, 2021 - January 22, 2025

FISHER INVESTMENTS

RIA

CRD#: 107342

TAMPA, FL

Past

June 22, 2016 - July 15, 2021

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

OMAHA, NE

Past

January 27, 2015 - April 21, 2016

EDWARD JONES

RIA

CRD#: 250

MELBOURNE, FL

Past

January 7, 2015 - April 21, 2016

EDWARD JONES

CRD#: 250

MELBOURNE, FL

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

Florida
(9/18/2025)

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: 8/30/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/24/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/8/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/7/2015

General Securities Representative 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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Advisor Monitoring

Firm Stability Insights

Kai Schuster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kai Schuster's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER INVESTMENTS

PACIFIC SELECT DISTRIBUTORS, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MADISON PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2021

Series 66

Date: 1/24/2015

Series 7TO

Date: 4/8/2024

SIE

Date: 10/1/2018

Series 7

Date: 1/7/2015

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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