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Bryan Minogue (CFA, CFP®)

Bryan Minogue focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Millennials
  • Tax Planning

Planning Specialties

I founded Kardinal Financial to leverage my experience and passion to serve growing families, and to do so in an honest, independent, and fiduciary setting. I know the impact financial stress can have on a family and strive to replace this uncertainty with confidence. Every aspect of Kardinal Financial - from the technology to the meeting framework to the fees – has been crafted to serve my clients' best interests. It's the financial planning service and approach I am proud to provide.

I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and serving as an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. I continue to expand my skillset through industry associations and relentless self-study of articles, podcasts, and books.

Additional Information

I live in Madison, WI with my wife, Maggie, and kids (Rose & Calvin). In my spare time I enjoy spending time with family and friends, getting outside, taking long walks with a good podcast, watching soccer (Manchester United), and hanging out on Peloton (ride with me: miggsy).

NAPFA Start Date

February 23, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Virtual Madison, WI 53711 Phone: +1 (608) 405-6375
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