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Madeline Jane Isenhower Kramer

Investment Adviser Representative at THE Welch Group, LLC

Birmingham, ALCRD #7189265Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Madeline Jane Isenhower Kramer is an investment adviser representative with The Welch Group, LLC in Birmingham, AL, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Raymond James Financial Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Alabama and Texas.

Office

3940 Montclair Rd, Fifth Floor
Birmingham, AL 35213

Advisors at this office: 27

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/19/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 4/3/2023
Series 7
General Securities Representative Examination
Passed 1/7/2022
SIE
Securities Industry Essentials Examination
Passed 7/31/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

THE Welch Group, LLCCurrent
7/19/2024 – Birmingham, AL
Raymond James Financial Services, Inc.
1/7/2022 – 10/12/2023Birmingham, AL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Unemployed
    Aug 2019 – Oct 2019Birmingham, AL
  2. Au Pair
    Aug 2018 – Aug 2019Goettingen
  3. University of Mississippi
    Aug 2014 – May 2018Oxford, MS
  4. The Welch Group, LLC
    Oct 2023 – no end date reportedBirmingham, AL
  5. Longbow Capital Partners
    Oct 2019 – Sep 2023Birmingham, AL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About THE Welch Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • Less than $1,000,0001.20%
  • $1,000,001 - $3,000,0001.00%
  • $3,000,001 - $5,000,0000.90%
  • $5,000,001 - $7,500,0000.80%

+5 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
28
Offices listed on AdvisorFinder:
1
Main office:
Birmingham, AL
SEC file number:
801-56254

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 31, 2026

View full firm profile

Other advisors at THE Welch Group, LLC

Showing 12 of 28 in the directory

View THE Welch Group, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Madeline Jane Isenhower Kramer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Madeline Jane Isenhower Kramer (THE Welch Group)