Ross A. Fedenia

ATLATL ADVISERS

Madison, WI 53713

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CRD#: 6437428

Professional summary

Ross Alexander Fedenia, CFP®, who also goes by Ross Fedenia, is a registered financial advisor currently at ATLATL ADVISERS located in Madison, Wisconsin.

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

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ross Fedenia

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 Ross Alexander Fedenia'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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 24, 2021 - Present

ATLATL ADVISERS

Office #1: 2921 Landmark Place Ste 501, Madison, WI 53713

RIA

CRD#: 284036

Madison, WI

Past

August 21, 2020 - November 24, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Middleton, WI

Past

August 21, 2020 - November 24, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Middleton, WI

Past

September 26, 2017 - September 1, 2020

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

MADISON, WI

Past

September 26, 2017 - September 1, 2020

UBS FINANCIAL SERVICES INC.

CRD#: 8174

MADISON, WI

Past

September 2, 2015 - October 6, 2017

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

MADISON, WI

Past

June 1, 2015 - October 6, 2017

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

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".

ATLATL ADVISERS

ATLATL ADVISERS | FEDENIA ASSOCIATES, LLC | FEDENIA ADVISERS LLC | ATLATL ADVISERS LLC

CRD#: 284036 / SEC#: 801-129418

RIA

Registered Investment Advisory firm - (2/9/2024 Approved)

California

Registered Investment Advisory firm - (4/7/2024 Terminated)

Iowa

Registered Investment Advisory firm - (3/8/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/8/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(11/24/2021)

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 66

Date: 9/1/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/3/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2015

General Securities Representative Examination

Current Firm

ATLATL ADVISERS

ATLATL ADVISERS | FEDENIA ASSOCIATES, LLC | FEDENIA ADVISERS LLC | ATLATL ADVISERS LLC

CRD#: 284036 / SEC#: 801-129418

RIA

Registered Investment Advisory firm - (2/9/2024 Approved)

California

Registered Investment Advisory firm - (4/7/2024 Terminated)

Iowa

Registered Investment Advisory firm - (3/8/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/8/2024 Terminated)

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Contact information

Main Address

2921 Landmark Place Ste 501, Madison, WI 53713

Mailing Address

Phone number

(608) 351-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - ATLATL ADVISERS (10/29/2025)

Regulatory assets under management

Total Number of Accounts	234
AUM (Assets Under Management)	$ 229,891,703

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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Firm Stability Insights

Ross A. Fedenia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross Alexander Fedenia's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

ATLATL ADVISERS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/1/2015

Series 7TO

Date: 8/3/2022

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2015

Current Firm

ATLATL ADVISERS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLATL ADVISERS

TRUST BUT VERIFY

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