• Key Contacts

Resource Team Contact Information

Sales/Managed Accounts
Practice management, sales support
Positioning with credit unions or clients
Business plan development

Madison Investment Specialists
888.971.7135


Bob Lindner
608.216.9196

bobL@madisonadv.com

Marketing/Managed Accounts

Mindi Endres
608.216.9143
mindiE@madisonadv.com

Investments/Managed Accounts
Investment and portfolio construction questions.

Dave Hottmann, Portfolio Manager
608.216.9104
dhottmann@madisonadv.com

Patrick Ryan, Portfolio Manager
608.216.9195
patrickr@madisonadv.com

Managed Account Paperwork/Operations/Proposals

 

 

Envestnet

Phone: 888.434.5430
Fax: 312.621.7071
Email:
MadisonSupport@envestnet.com
8:00 a.m. - 6:00 p.m. Central Time