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MM

Margaret E. Mcneil

ISTHMUS PARTNERS
MADISON, WI 53703
CRD#: 7289773
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MM
Margaret Elizabeth McneilISTHMUS PARTNERS

Professional summary

Margaret Elizabeth Mcneil, who also goes by Maggie E. Mcneil, Maggie Mcneil, is a registered financial advisor currently at ISTHMUS PARTNERS, LLC located in Madison, Wisconsin.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Margaret has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maggie E. Mcneil | Maggie Mcneil

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 Margaret Elizabeth Mcneil'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®
None

Experience

Current

April 13, 2026 - Present

ISTHMUS PARTNERS, LLC

Office #1: 1 South Pinckney Street Suite 800, Madison, WI 53703
RIA
CRD#: 171279
MADISON, WI
Past

July 18, 2025 - March 13, 2026

BBR PARTNERS, LLC

RIA
CRD#: 109688
Chicago, IL
Past

July 30, 2021 - May 26, 2023

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
New York City, NY
Past

June 14, 2021 - May 26, 2023

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
New York City, NY

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".
IP
ISTHMUS PARTNERS, LLC
ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA
Registered Investment Advisory firm - (5/19/2014 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
(4/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/30/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/14/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/19/2021
Securities Industry Essentials Examination

Current Firm

IP
ISTHMUS PARTNERS, LLC
ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA
Registered Investment Advisory firm - (5/19/2014 Approved)
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Contact information

Main Address
1 South Pinckney Street Suite 800, Madison, WI 53703
Mailing Address
Phone number
(608) 729-0949
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ISTHMUS PARTNERS APPENDIX 1 WRAP FEE BROCHURE (1/23/2026)
ISTHMUS PARTNERS PART 2A BROCHURE (1/23/2026)

Regulatory assets under management

Total Number of Accounts1,894
AUM (Assets Under Management)$ 1,438,537,516

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

ISTHMUS PARTNERS, LLC

CRD#: 171279Madison, WI 53703

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