Shelley Moffatt

from Madison Partners
SEC regulated
Regulated Investment Advisor
Shelley Moffatt is a financial advisor based in Wisconsin, Madison, with 26 years of experience. Shelley currently works for Madison Partners. Shelley maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Shelley Moffatt works at Madison Partners
Madison Partners is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $543,017,001 of assets under management and employs about 12 people. Madison Partners uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
18 years
Fee structure
and a percentage of assets under your management
Office location
1502 W Broadway, Suite 301, Madison, Wisconsin, 53713

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