Advisor at Madison Avenue Securities, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Madison Avenue Securities, LLC
Location
Colbert, WA
Credentials
Series 66
Industry experience
1 year
Gerald Twenge is a financial advisor at Madison Avenue Securities, LLC with one year of industry experience. He holds a Series 66 designation and has worked concurrently at Riverside Financial LLC and Madison Avenue Securities since 2023. Outside of finance, he owns a drone photography business and is involved with Estate Gurus, providing clients guidance on trusts. Madison Avenue Securities serves a diverse client base including individuals, charitable institutions, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory services and multiple account platforms, employing various analytical and allocation strategies.
Based on Madison Avenue Securities, LLC
Fixed fee financial planning services ranging from $1,000 to $5,000; annual financial plan fees from $2,000 to $5,000 or more.
Commissions received on sales of securities products; commissions vary and are separate from advisory fees.
Financial consulting services at $300 per hour ($250 for Kansas residents), fees may be discounted.
Account minimum: $10,000
Colbert, WA
Washington
Madison Avenue Securities
2023 - Present (3 years)
Riverside Financial LLC
2023 - Present (3 years)
Whitworth University
2022 - 2023 (1 year)
The Coeur D' Alene Golf and Spa Resort
2022 - 2022 (1 year)
Whitworth University
2021 - 2022 (1 year)
Hattenburg Excavation
2019 - 2021 (2 years)
Mt Spokane High School
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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