Financial Advisor, Merrill Lynch

The Madsen Group

Global Wealth Management


123 NORTH 7TH STREET
Suite 200

GRAND JUNCTION, CO 81501

Phone: (970) 263-2163
Email:

Directions to Branch

PROFESSIONAL STAFF

(970) 263-2163Vice President
(970) 263-2154Registered Client Associate
(970) 263-2150Investment Associate

PROFESSIONAL PROFILE

You know how important your finances are to you, your family, and your future, but investments and estate planning never seem to be at the top of your list. No problem -- they are the only things on the Madsen Group’s list. Hiring a professional financial team is like hiring a professional contractor to build your house or a professional mechanic to repair your car. You hire professionals so you know the job is done right. Karen Madsen and her team will get to know and understand you and your situation, help you form a picture of the kind of future you want and determine a path to help reach your goals. We’ll make sure you understand your investments, keep you informed on what and how your money is doing, and we’ll do it all with the level of detail you are comfortable with.

It starts by getting acquainted.

THE MADSEN GROUP represents more than 20 years of financial advisory experience. They joined Merrill Lynch Global Wealth Management as a team in 2008 after working together for several years at another organization.

KAREN MADSEN has been helping clients plan for and support their dreams since 1993. She is Vice President of Investments at Merrill Lynch and a Securities Representative holding Series 7, Series 63, Life, Accident, and Health Insurance licenses. Karen is interested in the success of her clients and her community and has served on governing boards of numerous Grand Valley organizations.

CINDY SCOTT, an experienced Registered Client Associate, handles administrative and day-to-day operations for Madsen Group clients. Often the client’s first point of contact, Cindy gives every request personalized attention.

KENDRA SWANSON has served clients alongside Karen since 2004, first as a Client Associate, now as an Investment Associate since earning her Series 7 and Series 66 licenses in 2005.

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Karen Madsen is registered to do business in: AK, AZ, CA, CO, FL, HI, IA, IL, KS, KY, MI, MN, MO, MT, NC, NJ, NM, NY, OK, OR, TX, UT, WA, WI, WY

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