MFD Distributor, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Madison, Wisconsin
CRD number
44930
Registered since
July 30, 1998

Firm profile

FINTRX

Overview

MFD Distributor, LLC is a limited liability company registered with the SEC in 1998 and is classified as a fund distributor. The firm is identified as a domestic entity/individual ownership type. Public data do not list advisory or capital-allocation responsibilities for the firm; it is not designated as a capital allocator and is not marked as a multi-state adviser, pension consultant, or related adviser. The firm is also not flagged as an active ESG investor and is not newly formed. The available descriptors point to a role focused on fund distribution and related intermediary functions rather than on providing discretionary portfolio management or acting as an asset manager. Core business activities and advisory services were not reported in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Greg Hoppe

    Greg Hoppe

    Chief Financial OfficerCRD 4215899

  • Timothy Mcdowell

    Timothy Mcdowell

    Chief Compliance OfficerCRD 3260925

Contacts

3 of 15
  • Jeffrey Simonbaker

    Jeffrey Simonbaker

    Vice President, Strategic AccountsCRD 2475762

  • Christopher Ridberg

    Christopher Ridberg

    Regional DirectorCRD 4423998

  • Michael Grimes

    Michael Grimes

    Investment SpecialistCRD 3112155

Unlock 12 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
550 Science Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth