Anton Madsen (CFP®)
Anton Madsen focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- AUM
- Business Owners
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
In the past decade of working in the personal finance industry, I have been blessed to have the opportunity to serve clients in all walks of life. I believe in the power of sound financial advice and the impact it can have in a person's life.
I am the proud father of two ever-changing and intelligent boys, Carsten and Simon, and husband to a talented and beautiful 7-8th grade mathematics teacher, Michelle.
I'm a terrible golfer, a Minnesota Sports fanatic, and claim to be an outdoorsman.
Education:
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Financial Planning Certificate - Minnesota State Univeristy, Mankato - Mankato, Minnesota
- Bachelor of Arts, Business Administration - Augustana University - Sioux Falls, South Dakota
Memberships:
- XY Planning Network
- Financial Planning Association
Connect:
- Instagram: @newleaffinancialguidance
- Twitter and Facebook: @NewLeafGuidance
Additional Information
Are you stressing out about your student loans and balancing pay down strategies with making progress toward future goals (like retirement, owning a home, having a family), all while trying to enjoy life?!
I help my clients create simple systems to manage their finances so they can do the things they most enjoy (not worry about money)!
The hardest part is getting started...
NAPFA Start Date
April 06, 2016