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Alan Madej, CFP®

Alan Madej, CFP®

Wealth Management Advisor, Senior Vice President

Followers of Alan Madej, CFP®453 followers
location of Alan Madej, CFP®Oak Brook, Illinois, United States

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  • Timeline

  • About me

    Senior Vice President, Wealth Management Advisor

  • Education

    • Indiana University Kelley School of Business

      2003 - 2007
      Bachelor's Degree

  • Experience

    • Merrill Lynch Wealth Management

      May 2007 - now
      Wealth Management Advisor, Senior Vice President

      * Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

  • Licenses & Certifications

    • Personal Investment Advisor

      Merrill Lynch Internal
      Jan 2020

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Jan 2019

    • Retirement Accredited Financial Advisor

      Merrill Lynch Internal
      Nov 2017

    • Certified Financial Planner

      CFP Board of Standards
      Dec 2015