linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brett Arthur Matschke

Moneco Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brett? Claim Your Profile

About Brett Arthur Matschke

Brett Arthur Matschke is a financial advisor with Moneco Advisors. Brett has been in the financial services industry since 1988. Brett's areas of specialization include retirement planning, college savings, and investment management. Brett works with individuals, families, and businesses. Brett is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Brett Matschke is currently registered with Moneco Advisors. Moneco Advisors is a financial advisory firm headquartered in Fairfield, CT, with a team of over 40 professionals providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, families, businesses, charitable organizations, and pension plans. The firm has approximately $1.5 billion in regulatory assets under management, and it is a participant in wrap fee programs.
Moneco Advisors

2150 POST ROAD, SUITE 201

FAIRFIELD, CT 06824

$1.47B

Assets Under Management

27

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

lpl financial sponsored advisory programs

Lpl financial sponsored advisory programs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brett Matschke’s Registration & Firm History

CT

10/30/2017 - Present

Moneco Advisors (Hamden CT)

MO

07/01/1993 - 08/24/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

11/20/1990 - 06/30/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

09/22/1987 - 08/12/1989

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

Not sure if Brett Arthur Matschke is right for you?

Licenses & Designations

IA

Issued 10/19/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/1988

Series 3 - National Commodity Futures Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Brett Arthur Matschke. Review regulatory record here.
Not sure if Brett Arthur Matschke is right for you?