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MM

Michael Madsen

SO
Midvale, UT
CRD#: 7995872
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MM
Michael MadsenSO

Professional summary

Michael Madsen is a registered financial advisor currently at SO LLC located in Midvale, Utah.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Michael Madsen'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®
None

Experience

Current

May 22, 2026 - Present

SO LLC

RIA
CRD#: 335596
Midvale, UT
Past

October 22, 2024 - December 5, 2024

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SALT LAKE CITY, UT

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
California
(5/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/22/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/21/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2024
Securities Industry Essentials Examination

Current Firm

SL
SO LLC
SILVER OAK | SO LLC | SILVER OAK, LLC

CRD#: 335596 / SEC#:

California
Registered Investment Advisory firm - (7/17/2025 Approved)
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Contact information

Main Address
254 Sweeny St, San Francisco, CA 94134
Mailing Address
Phone number
(415) 570-8525
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

SO LLC

CRD#: 335596Midvale, UT

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