Yvonne Madson has been Founder of Madson Wealth Advisors since February 2026, is a control person of the firm and directly owns between 25% and 50% of it. Yvonne Madson studied University of California at Santa Cruz.
Madson Wealth Advisors Inc. is a Santa Rosa, CA firm with $209M under management, 171 clients and 2 advisers in one office, as of its April 2026 filing.
Yvonne Madson is a Wealth Advisor of Madson Wealth Advisors. Yvonne works with clients with a focus on financial education and holistic financial planning, and a special focus on estate and legacy planning. She taught high school and college for 15 years before beginning her career in financial planning in 2000, and worked as an Investment Advisor for 22 years at a large firm before moving to Madson Wealth Advisors in 2024.
Yvonne Madson’s longest registration was 15 years at Thrivent Investment Management Inc. (2008–2024). Before joining Madson Wealth Advisors in 2026, Yvonne Madson was registered through Commonwealth Financial Network and Thrivent Investment Management Inc.
- Madson Wealth Advisors Inc.Current– present · under a yearSanta Rosa, CA · Adviser representative · Firm CRD 338608
- Commonwealth Financial Network– · 2 yearsSanta Rosa, CA · Adviser representative · Firm CRD 8032
- Thrivent Investment Management Inc.– · 15 yearsSanta Rosa, CA · Adviser representative · Firm CRD 18387
Professional designations
Listed by Madson Wealth Advisors
- ChFC®
- RICP®
Investment adviser representative registrations
Yvonne Madson is registered as an investment adviser representative in 3 states. Each was approved in February 2026.
- CaliforniaSince 6 February 2026
- New HampshireSince 6 February 2026
- TexasSince 6 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 July 2008 |
| Series 7 | General Securities Representative Examination | 13 November 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 May 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Yvonne Mackenzie Madson
- CRD
- 4166833
- Firm
- Madson Wealth Advisors · CRD 338608
- Role
- Founder
- Office
- 1160 NORTH DUTTON AVE, STE 210, Santa Rosa, CA 95401
- Registration
- Investment adviser registration
- In the industry since
- June 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- madsonwealth.com
Where does Yvonne Madson work?
Yvonne Madson has been Founder of Madson Wealth Advisors Inc. since February 2026, and is a control person of the firm.
Is Yvonne Madson a financial advisor?
Yes. Yvonne Madson has a current investment-adviser registration in California, New Hampshire and Texas, through Madson Wealth Advisors since February 2026.
How many years of experience does Yvonne Madson have?
Yvonne Madson has 26 years in the financial industry, since June 2000, across 3 adviser firms.
What exams has Yvonne Madson passed?
Yvonne Madson has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in May 2000. FINRA credited Yvonne Madson with the SIE, which began in October 2018.
Where did Yvonne Madson work before Madson Wealth Advisors?
Before Madson Wealth Advisors, Yvonne Madson was registered through Thrivent Investment Management Inc., August 2008 to February 2024.
Where is Yvonne Madson based?
Yvonne Madson’s registered office is in Santa Rosa, CA.
Is Yvonne Madson registered with FINRA?
No. Yvonne Madson has no current broker registration.
How can I verify Yvonne Madson’s record?
Search CRD 4166833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Yvonne Madson’s full registration record.