LO
Leslie Oliversen
MADISON INVESTMENT ADVISORS
MADISON, WI 53711
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CRD#: 6419191
LO
Professional summary
Leslie Oliversen, who also goes by Leslie Vlasak, is a registered financial advisor currently at MADISON INVESTMENT ADVISORS, LLC located in Madison, Wisconsin and MFD DISTRIBUTOR, LLC located in Madison, Wisconsin.
Leslie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Leslie has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Leslie Vlasak
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 Leslie Oliversen'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®
NoneExperience
Current
February 23, 2017 - Present
MADISON INVESTMENT ADVISORS, LLC
Office #1: 550 Science Drive, Madison, WI 53711RIA
CRD#: 110297
MADISON, WI
Current
March 24, 2015 - Present
MFD DISTRIBUTOR, LLC
Office #1: 550 Science Drive, Madison, WI 53711BD
CRD#: 44930
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".
MI
MADISON INVESTMENT ADVISORS, LLC
MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS
CRD#: 110297 / SEC#: 801-52751
RIA
Registered Investment Advisory firm - (8/29/1996 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/23/2023)
RR
Alaska(5/23/2023)
IAR
Arizona(6/26/2019)
RR
Arizona(5/23/2023)
RR
Arkansas(5/23/2023)
RR
California(5/23/2023)
IAR
Colorado(4/3/2019)
RR
Colorado(5/23/2023)
RR
Connecticut(5/23/2023)
RR
Delaware(5/23/2023)
RR
District of Columbia(5/23/2023)
RR
Florida(5/23/2023)
RR
Georgia(5/23/2023)
RR
Hawaii(5/23/2023)
RR
Idaho(5/23/2023)
RR
Illinois(5/23/2023)
RR
Indiana(5/23/2023)
RR
Iowa(5/23/2023)
RR
Kansas(5/23/2023)
RR
Kentucky(5/23/2023)
RR
Louisiana(5/23/2023)
RR
Maine(5/23/2023)
RR
Maryland(5/23/2023)
RR
Massachusetts(5/23/2023)
RR
Michigan(5/23/2023)
RR
Minnesota(5/23/2023)
RR
Mississippi(5/23/2023)
RR
Missouri(5/23/2023)
RR
Montana(5/23/2023)
RR
Nebraska(5/23/2023)
RR
Nevada(5/23/2023)
RR
New Hampshire(5/23/2023)
RR
New Jersey(5/23/2023)
IAR
New Mexico(4/3/2019)
RR
New Mexico(5/23/2023)
RR
New York(5/23/2023)
RR
North Carolina(5/23/2023)
RR
North Dakota(5/23/2023)
RR
Ohio(5/24/2023)
RR
Oklahoma(5/23/2023)
RR
Oregon(5/23/2023)
RR
Pennsylvania(5/23/2023)
RR
Rhode Island(5/23/2023)
RR
South Carolina(5/23/2023)
RR
South Dakota(1/27/2023)
RR
Tennessee(5/23/2023)
RR
Texas(5/23/2023)
IAR
Utah(4/3/2019)
RR
Utah(5/23/2023)
RR
Vermont(5/23/2023)
RR
Virginia(5/23/2023)
RR
Washington(5/23/2023)
RR
West Virginia(5/23/2023)
RR
Wisconsin(2/2/2017)
IAR
Wisconsin(2/23/2017)
RR
Wyoming(5/23/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 2/27/2024
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 2/27/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MADISON INVESTMENT ADVISORS, LLC
MADISON INVESTMENT ADVISORS, LLC | MOSAIC FUNDS | MADISON SCOTTSDALE | MADISON MOSAIC LLC | MADISON MOSAIC FUNDS
CRD#: 110297 / SEC#: 801-52751
RIA
Registered Investment Advisory firm - (8/29/1996 Approved)PREMIUM
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Contact information
Main Address
550 Science Drive, Madison, WI 53711
Mailing Address
Phone number
(608) 274-0300
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 16,164 |
| AUM (Assets Under Management) | $ 13,839,469,496 |
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.
