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Matthew Charles Hartman

Rubinbrown Advisors LLC

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About Matthew Charles Hartman

Matthew Hartman is a financial advisor with over 18 years of experience in the industry. Matthew has been with Rubinbrown Advisors LLC since March 2007. Prior to joining Rubinbrown Advisors LLC, Matthew was a registered representative for RUBINBROWN BROKERAGE SERVICES, L.L.C. from May 2007 to February 2014. Matthew holds the Series 7 and Series 66 securities licenses. Matthew is a registered investment advisor representative in Kansas and Missouri.

Firm Information

Matthew Hartman is currently registered with Rubinbrown Advisors LLC. RubinBrown Advisors LLC is an investment advisor based in St. Louis, MO. The firm provides financial planning, portfolio management for businesses and individuals, and other consulting services. They have a total of $3,093,242,655 in regulatory assets under management, of which $6,137,541 is discretionary. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Rubinbrown Advisors LLC

7676 FORSYTH BLVD.

ST. LOUIS, MO 63105

$3.09B

Assets Under Management

10

Total Clients

20

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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Matthew Hartman’s Registration & Firm History

MO

06/08/2007 - Present

Rubinbrown Advisors LLC (ST. LOUIS MO)

MO

06/05/2007 - 02/18/2014

RUBINBROWN BROKERAGE SERVICES, L.L.C. (ST. LOUIS MO)

MO

10/25/2004 - 02/09/2007

WADDELL & REED, INC. (CREVE COEUR MO)

MN

09/08/2004 - 09/28/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/08/2004 - 09/28/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Charles Hartman.
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