Brian M. Ericson-huneck
Professional summary
Brian M Ericson-huneck, who also goes by Brian Ericson-huneck, is a registered financial advisor currently at MADISON PARTNERS located in Madison, Wisconsin.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brian has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian M Ericson-huneck's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 30, 2023 - Present
MADISON PARTNERS
Office #1: 1502 W Broadway Suite 301, Madison, WI 53713September 2, 2022 - April 17, 2023
PRIVATE CLIENT SERVICES, LLC
Primary Firm SEC Registration
MADISON PARTNERS
CRD#: 305824 / SEC#: 801-118168
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/30/2023)
Exams
Series 7TO
Date: 9/2/2022
General Securities Representative ExaminationCurrent Firm
MADISON PARTNERS
CRD#: 305824 / SEC#: 801-118168
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,779 |
| AUM (Assets Under Management) | $ 1,094,186,882 |
Red Flags
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Company Information
MADISON PARTNERS
CRD#: 305824Madison, WI 53713TRUST BUT VERIFY
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