user avatar

Madison Maggard

Advisor at UBS Financial Services

Updated today

Location

Elizabethtown, KY

Credentials

Series 66

Industry experience

10 years

About

Madison Maggard is a Series 66-licensed financial advisor with 10 years of industry experience, currently serving clients at UBS Financial Services since 2015. Based in Elizabethtown, KY, Maggard works at one of the largest advisory firms in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, using proprietary market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes discretionary portfolio management, futures commission merchant services, and affiliated banking programs.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

Elizabethtown, KY

Most active in

Kentucky · Texas · Virginia

Work history

UBS Financial Services

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert L

Series 63

Elizabethtown, KY

Owen LaRue Financial Group

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and bringing 32 years of industry experience. His prior work includes roles at Private Client Services, LLC, Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advising, he is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a combination of mutual funds, ETFs, structured products, bonds, and equities with both fundamental and technical analysis, and conducts due diligence on third-party managers, incorporating AI tools under human oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Owen LaRue since 2024. Cann also serves as Chief Investment Officer and Commercial Lending Specialist at The Cecilian Bank, where he has been employed since 2009. Outside of finance, he participates in stewardship activities for the Lincoln Association of Baptists. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a mix of mutual funds, ETFs, structured products, bonds, and equities, applying fundamental and technical analysis with periodic rebalancing to meet client objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

James O

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Private Advisor Group, LLC and LPL Financial LLC. Outside of his advisory role, Owen serves as Chair and Board Member of the Hardin County Chamber of Commerce Public Policy Committee and is involved in a direct primary care medical office as a member. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, employing both fundamental and technical analysis along with due diligence on third-party managers and use of AI-supported research with human oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with eight years of industry experience, currently serving at LFG Wealth Partners, LLC. His prior roles include positions at AE Wealth Management, Facet Wealth, Robert W. Baird & Co., and Hilliard Lyons. He is also involved in insurance sales and services through Legato Insurance Group, Inc. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Troy T

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Justin J

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")