MC
Madison L. Chaney
HORNOR, TOWNSEND & KENT
Oklahoma City, OK 73112
Some features on this profile are disabled
CRD#: 6621786
MC
Professional summary
Madison Leigh Chaney, who also goes by Madison Chaney, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Oklahoma City, Oklahoma.
Madison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Madison has worked at 1 firm and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Madison Chaney
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) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: LEGACY PLANNING PARTNERS | POSITION HELD: AGENT | ADDRESS: 3030 NW EXPRESSWAY, SUITE 700, OKLAHOMA CITY, OK 73112 | START DATE: 6/7/2021 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) REGISTERED CATTLE SALES | INVESTMENT RELATED: NO | DBA NAME: ABSOLUTE BOVINE GENETICS, LLC | POSITION HELD: OFFICER | ADDRESS: 3030 NW EXPRESSWAY, SUITE 700, OKLAHOMA CITY, OK 73112 | START DATE: 1/1/2010 | NATURE OF ACTIVITY: RETAIL SALES | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: OPERATIONS MANAGMEMENT AND OVERSIHG TO DAILY CARE & MARKETING OF LIVESTOCK. 3) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: LEGACY AND SUCCESSION | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 3030 NW EXPRESSWAY, SUITE 700, OKLAHOMA CITY, OK 73112 | START DATE: 6/15/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE: CARRIERS : ASSIST CLIENTS WHEN ,SHOPING & COMPLETING LIFE APPLICATIONS, (WORKING WITH FIXED LIFE INSURANCE, FIXED ANNUITY AND DISABILITY INSURANCE). 4) LION STREET MEMBER POSITION: Proprietor/Owner NATURE: Life Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2021 ADDRESS: 3030 NW EXPRESSWAY, SUITE 700, OKLAHOMA CITY, OK 73112, United States DESCRIPTION: Outside fixed life brokerage (non-Penn Mutual) Normal sales and marketing of Fixed Life policies. 5) FIXED LIFE INSURANCE SALES DBA: HIGGINBOTHAM FINANCIAL POSITION: Agent NATURE: Life Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 09/01/2023 ADDRESS: 1601 NW Expressway, Suite 1900, Oklahoma City OK 73118, United States DESCRIPTION: Assisting property casualty agents in the sale of fixed life insurance within their client base. 6) NOSIDAM, LLC POSITION: Proprietor/Owner NATURE: Life Insurance brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/18/2019 ADDRESS: 2310 W October Trace, Stillwater OK 74074, United States DESCRIPTION: For Penn Mutual payroll only (tax reasons.) Administrative payroll duties only.
CRS (Client Relationship Summary) - RIA
Click below to view Madison Leigh Chaney's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Madison Leigh Chaney'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
November 1, 2021 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 3030 Nw Expressway Suite #700, Oklahoma City, OK 73112RIA
BD
CRD#: 4031
Oklahoma City, OK
Current
June 11, 2021 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 3030 Nw Expressway Suite #700, Oklahoma City, OK 73112RIA
BD
CRD#: 4031
Oklahoma City, OK
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".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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
Alaska(8/3/2022)
RR
Arkansas(9/29/2022)
RR
Idaho(3/5/2025)
RR
Montana(9/5/2024)
RR
New Mexico(12/5/2024)
RR
Oklahoma(7/12/2021)
IAR
Oklahoma(11/1/2021)
RR
Tennessee(11/1/2024)
RR
Texas(7/15/2021)
IAR
Texas(4/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/24/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 6/11/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
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.
