Madden Advisory Services, Inc. is a long-standing independent, fee-only SEC-registered financial planning and investment advisory firm located on Belfort Road in Jacksonville's Southside / Butler corridor. Led by President, CEO, and Chief Compliance Officer Michael L. Ellis, CFP®, CRPC®, and Financial Planner Brittany Lane Salman, CFP®, the fiduciary practice serves retirees and families across Duval County with comprehensive retirement income planning, active risk-managed portfolio management, and faith- and values-aligned financial stewardship.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Madden Advisory Services Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-62774; independent fee-only fiduciary Registered Investment Adviser serving Jacksonville retirees for over four decades.
Issuer: Certified Financial Planner Board of Standards
Notes: Led by President, CEO & CCO Michael L. Ellis, CFP®, CRPC® (CRD #6425812) and Financial Planner Brittany Lane Salman, CFP® (CRD #5809969).
Factual details and direct answers about Madden Advisory Services, Inc.'s services, licensing, and credentials.
What is the SEC registration of Madden Advisory Services, Inc. in Jacksonville?
Madden Advisory Services, Inc. is an active fee-only SEC-registered Investment Adviser operating under CRD #112607 and SEC File #801-62774.
What retirement credentials do the advisors at Madden Advisory Services hold?
President and CEO Michael L. Ellis (CRD #6425812) holds both the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations, and Financial Planner Brittany Lane Salman (CRD #5809969) holds the CFP® certification.
Where is Madden Advisory Services located in Duval County?
The firm's office is located at 5200 Belfort Road, Suite 410, in Jacksonville, Florida 32256, near St. Vincent's Medical Center Southside and J. Turner Butler Boulevard.
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