Madeline Stutz has been an investment adviser representative at The Millstone Evans Group since November 2023, and is not listed among the firm’s executive officers or direct owners. Madeline Stutz holds a Bachelor's degree in finance from the University of Colorado Boulder Leeds School of Business.
The Millstone Evans Group, LLC is a Boulder, CO firm with $893M under management, 654 clients and 8 advisers across 2 offices, as of its July 2026 filing.
Madeline Stutz is Financial Planner of The Millstone Evans Group. She focuses on creating, building and updating client financial plans and presenting them to clients, and supports day-to-day client service needs and account management. She began with the firm as an intern before transitioning to full-time.
- – present · 2 yearsBoulder, CO · Adviser representative · Firm CRD 311142
Investment adviser representative registrations
Madeline Stutz is registered as an investment adviser representative in Colorado, since November 2023.
- ColoradoSince 16 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Madeline Marie Stutz
- CRD
- 7820250
- Firm
- The Millstone Evans Group · CRD 311142
- Office
- 4940 PEARL EAST CIRCLE, SUITE 302, Boulder, CO 80301
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- millstoneevansgroup.com
Where does Madeline Stutz work?
Madeline Stutz is an investment adviser representative registered through The Millstone Evans Group, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Madeline Stutz a financial advisor?
Yes. Madeline Stutz has a current investment-adviser registration in Colorado, through The Millstone Evans Group since November 2023.
How many years of experience does Madeline Stutz have?
Madeline Stutz has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Madeline Stutz passed?
Madeline Stutz passed the Series 65 in November 2023.
Where is Madeline Stutz based?
Madeline Stutz’s registered office is in Boulder, CO.
Is Madeline Stutz registered with FINRA?
No. Madeline Stutz has no current broker registration.
How can I verify Madeline Stutz’s record?
Search CRD 7820250 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Madeline Stutz’s full registration record.
