Madi Krummen

CFP®
Associate Wealth Advisor

Meet Madi

Madi Krummen is an Associate Wealth Advisor based in Cincinnati, Ohio.

Madi serves as an Associate Wealth Advisor for the firm. She supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since she joined in May 2024. Madi also supports clients with various administrative tasks and problem solving to help make clients lives a little easier. Prior to joining the firm, Madi gained valuable experience interning with another wealth planning firm in Birmingham, AL and then working as an associate advisor for that firm. During this time, she gained an impressive set of experiences serving high net worth clients and working with their CPAs and attorneys.

Madi was born and raised in Mason, Ohio as the youngest of three siblings. Madi comes from a large close-knit family with aunts, uncles, and cousins throughout the Cincinnati area. Outside of work, she enjoys running, cooking new recipes, spending time with family, and getting to explore her native city through a new lens.

Madi Krummen is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.

"No matter what happens in life, be good to people. Being good to people is a wonderful legacy to leave behind."
Taylor Swift

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 5 years financial industry experience
  • 1 year with Carson Wealth
Education
  • MS University of Alabama
  • BS University of Alabama
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
"No matter what happens in life, be good to people. Being good to people is a wonderful legacy to leave behind."
Taylor Swift

Carson Wealth

4665 Cornell Rd Suite 160
Cincinnati, OH 45241
(513) 984-6696