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Brian Madl, Financial Advisor

FINANCIAL ADVISOR
Brian L Madl

CFP®, AAMS™
202 South James Street, Ludington, MI 49431opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Brian

My first experience with Edward Jones was walking into a branch office at the age of 8 years old. My parents taught me at a very young age to not only be a saver but to seek the advice of a trusted professional. It wasn't until I was 18 years old that I went back to that same branch office and asked them, "How do I become a financial advisor?" As I worked my way through college with my dream in sight, I quickly realized that the culture and environment at Edward Jones was different than other firms. I worked...

Work History

  • Edward JonesJune 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Grand Valley State UnivBachelor of Business Admin

Personal Interests

  • Running
  • Baseball
  • Spending Time with Family
  • Fishing
  • Golfing

Team Members

  • Julie Deller
    Sr. Branch Office Administrator
    FPQP®
  • Angela Rozhon
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(231) 845-6892

Fax

(888) 279-0511

Office Address

202 South James Street
Ludington, MI 49431opens in a new window

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