Bryan Minogue, CFP®, CFA Kardinal Financial, LLC

About Bryan Minogue, CFP®, CFA

I founded Kardinal Financial to leverage my experience and passion to serve growing families, and to do so in an honest, independent, and fiduciary setting. I know the impact financial stress can have on a family and strive to replace this uncertainty with confidence. Every aspect of Kardinal Financial – from the technology to the meeting framework to the fees – has been crafted to serve my clients’ best interests. It’s the financial planning service and approach I am proud to provide.

I have over a decade of experience in financial services. My experience includes serving as the Director of Investment Research at a $2.5 billion wealth management firm and serving as an investment portfolio manager to individuals and families. I have obtained the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. I continue to expand my skillset through industry associations and relentless self-study of articles, podcasts, and books.

I live in Madison, WI with my wife, Maggie, and daughter, Rose. In my spare time I enjoy spending time with family and friends, getting outside, taking long walks with a good podcast, watching soccer (Manchester United), and hanging out on Peloton (ride with me: miggsy).

Contact this advisor

Ideal Clients

  • Couples/Partners
  • Young Families
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • Monthly Fee: $200+/mo

SEC Records

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