Madison Wallace has been an investment adviser representative at Garrett Wealth Advisory Group since December 2019, and is not listed among the firm’s executive officers or direct owners. Madison Wallace holds a Bachelor of Science in Personal Financial Planning from Texas Tech University.
Garrett Wealth Advisory Group, LLC is a Weatherford, TX firm with $970M under management, 798 clients and 19 advisers across 4 offices, as of its September 2026 filing.
Madison Wallace is a Wealth Advisor of BentOak Capital, working primarily from the firm's Fort Worth office. She partners with families and professionals to develop comprehensive financial strategies. She oversees the firm's internship and externship programs, supports trading and investment operations, develops workflows and processes across the organization, and is a voting member of the Investment Committee.
Professional designations
Listed by Garrett Wealth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Madison Wallace is registered as an investment adviser representative in Texas, since December 2019.
- TexasSince 4 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 November 2019 |
| Series 7TO | General Securities Representative Examination | 27 August 2019 |
| SIE | Securities Industry Essentials Examination | 21 May 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Madison Jordon Wallace
- CRD
- 6802558
- Firm
- Garrett Wealth Advisory Group · CRD 173563
- Office
- 5000 Overton Plaza, Suite 110, Fort Worth, TX 76109
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bentoakcapital.com
Where does Madison Wallace work?
Madison Wallace is an investment adviser representative registered through Garrett Wealth Advisory Group, LLC since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Madison Wallace a financial advisor?
Yes. Madison Wallace has a current investment-adviser registration in Texas, through Garrett Wealth Advisory Group since December 2019.
How many years of experience does Madison Wallace have?
Madison Wallace has 7 years in the financial industry, since August 2019, across 1 adviser firm.
What exams has Madison Wallace passed?
Madison Wallace has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2019.
Where is Madison Wallace based?
Madison Wallace’s registered office is in Fort Worth, TX.
Is Madison Wallace registered with FINRA?
No. Madison Wallace has no current broker registration.
Is Madison Wallace a CFP?
Garrett Wealth Advisory Group lists Madison Wallace with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Madison Wallace’s record?
Search CRD 6802558 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Madison Wallace’s full registration record.
