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Eric Daniel Hencley

Eric D. Hencley

MADISON PARTNERS
WAUSAU, WI 54401
Some features on this profile are disabled
CRD#: 6815960
Eric Daniel Hencley

Professional summary

Eric Daniel Hencley, CFP®, who also goes by Eric Hencley, is a registered financial advisor currently at MADISON PARTNERS located in Wausau, Wisconsin.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric Hencley

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 Eric Daniel Hencley'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: 2019

Experience

Current

January 6, 2026 - Present

MADISON PARTNERS

Office #1: 300 N 3rd St #308, Wausau, WI 54401
RIA
CRD#: 305824
WAUSAU, WI
Past

January 12, 2018 - January 7, 2026

FRANCIS LLC

RIA
CRD#: 130687
BROOKFIELD, WI
Past

August 17, 2017 - December 7, 2017

SMEDLEY FINANCIAL SERVICES INC

RIA
CRD#: 110870
SALT LAKE CITY, UT
Past

June 30, 2017 - December 6, 2017

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SALT LAKE CITY, UT

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".
MP
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
Wisconsin
(1/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/6/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/30/2017
General Securities Representative Examination

Current Firm

MP
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
17

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/5/2026)

Regulatory assets under management

Total Number of Accounts6,213
AUM (Assets Under Management)$ 1,303,110,029

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.

Company Information

MADISON PARTNERS

CRD#: 305824Wausau, WI 54401

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