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Francisco Aguilar

Francisco X. Aguilar

MAPT CAPITAL | International Wealth Manager
MADISON, WI 53719
Some features on this profile are disabled
CRD#: 6750534
Francisco Aguilar

Professional summary

Francisco Aguilar, CFP®, who also goes by Francisco Xavier Aguilar, is a registered financial advisor currently at MAPT CAPITAL located in Madison, Wisconsin.

Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Francisco has worked at 3 firms and has passed the Series 65 exam.

Biography

Francisco serves as an International Wealth Manager, assisting American expats and other cross border families with managing their wealth, specializing in both US and international investment management, estate planning, tax planning, risk management, currency hedging, and retirement planning. Francisco brings more than 7 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, he was an analyst for a New York-based institutional and private asset management firm. He also taught economics at the University of Wisconsin-Whitewater while completing research on implied volatility and portfolio returns. Francisco earned a Bachelor of Business Administration degree in Finance and Economics from the University of Wisconsin-Oshkosh. He also earned a Master of Science degree in Economics from the University of Wisconsin-Whitewater. Francisco is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and fluent in both English and Spanish.

Question & Answer

What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Francisco Xavier Aguilar

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 Francisco Aguilar'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

May 4, 2026 - Present

MAPT CAPITAL

Office #1: 6709 Raymond Road Suite 124, Madison, WI 53719
RIA
CRD#: 341390
MADISON, WI
Past

October 9, 2020 - September 24, 2025

CREATIVE PLANNING

RIA
CRD#: 105348
Madison, WI
Past

February 28, 2017 - September 30, 2020

THUN FINANCIAL ADVISORS

RIA
CRD#: 146914
MADISON, WI

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
(5/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2017
Uniform Investment Adviser Law Examination

Current Firm

MC
MAPT CAPITAL
MAPT CAPITAL | MAPT CAPITAL LLC

CRD#: 341390 / SEC#:

Wisconsin
Registered Investment Advisory firm - (5/4/2026 Approved)
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Contact information

Main Address
6709 Raymond Road Suite 124, Madison, WI 53719
Mailing Address
Phone number
(608) 886-1780
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

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Company Information

MAPT CAPITAL

International Wealth ManagerCRD#: 341390Madison, WI 53719

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