Madison Doughty
Advisor at Ameriprise
Updated today
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.
About
Madison Doughty is a financial advisor at Ameriprise in Omaha, NE, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she is an owner of MA Gemini, managing an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
8535 Executive Woods Dr, Ste 300
Lincoln, NE 68512
Most active in
Madison D has reported serving >5 clients in these states in the last 12 months.
Illinois · Iowa · Nebraska · Texas
Work history
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Joseph R
Series 63, Series 65
Lincoln, NE
TRJ Wealth Management, Inc.
Connie R
Series 63, Series 65
Lincoln, NE
Liberty Advisers Inc.
Bradley E
CFP®, Series 65, Series 66
Lincoln, NE
P23 Financial, Inc
Cindy H
Series 63, Series 65
Lincoln, NE
Foy Financial Services, Inc.
John D
CFP®, Series 65
Lincoln, NE
AlphaOmega Wealth Management, LLC
Andrew P
CFP®, Series 63, Series 65
Lincoln, NE
R2 Wealth Management Partners
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