MFD Distributor, LLC

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
18
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

MFD Distributor, LLC is organized as a limited liability company and has been SEC-registered since 1998. The entity is classified as unclassified in the dataset and is identified as owned by a domestic entity and an individual. The snapshot flags indicate the firm does not operate as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. Public disclosures provided in the source are minimal: there are no described advisory activities, investment preferences, or client segments attached to the record. The combination of its organizational attributes and the sparse activity fields suggests the firm functions in a capacity other than a conventional registered investment adviser with retail or institutional clients, but the dataset does not specify the firm’s commercial role beyond its registration metadata.

Assets & Accounts

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 16
  • Jeffrey Simonbaker

    Jeffrey Simonbaker

    Vice President, Strategic AccountsCRD 2475762

  • Christopher Ridberg

    Christopher Ridberg

    Regional DirectorCRD 4423998

  • Michael Grimes

    Michael Grimes

    Investment SpecialistCRD 3112155

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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