Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hoekstra is a financial advisor registered with Avantax Advisory Services. Matthew has been in the financial services industry since April 5, 2016. Matthew has a Series 7 and Series 66 license. Matthew's office is located in Willmar, MN. Matthew is also a registered Investment Advisor representative in MN. Avantax Advisory Services is a financial advisor firm registered with the SEC and has been in business since 1997. The firm has approximately $41.7 billion in assets under management. Avantax Advisory Services provides financial planning, investment management, and other financial services to individuals and families.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
09/14/2016 - Present
Avantax Advisory Services (Willmar MN)
BOTH
Issued 07/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Hoekstra is the right advisor for you? Invested Better is here to help.
