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Mathew Alan Koole

J. Hagan Capital, Inc.

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About Mathew Alan Koole

Mathew Koole is an investment advisor representative with J. Hagan Capital, Inc. Mathew has been in the industry since 2015. Mathew is registered to provide investment advisory services in Indiana, Kentucky and Louisiana. The advisor's specialties are in financial planning, selection of other advisors and portfolio management for individuals.

Firm Information

Mathew Koole is currently registered with J. Hagan Capital, Inc.. J. Hagan Capital, Inc. is a Louisville, KY-based investment advisor firm providing financial planning and portfolio management services for individuals and high-net-worth individuals. They also offer selection of other advisors services. The firm manages approximately $185,590,176 in assets for 1,718 accounts.
J. Hagan Capital, Inc.

8311 SHELBYVILLE ROAD

LOUISVILLE, KY 40222

$185.59M

Assets Under Management

Not reported

Total Clients

8

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Mathew Koole’s Registration & Firm History

KY

06/29/2020 - Present

J. Hagan Capital, Inc. (LOUISVILLE KY)

KY

05/11/2015 - 08/23/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 12/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mathew Alan Koole.
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