Unclaimed
Matthew Niermeyer is an investment advisor representative with Harbour Investments, Inc. Matthew is a licensed investment advisor in Wisconsin. Matthew has been in the industry since 2006, with previous experience at Park Avenue Securities LLC and OneAmerica Securities, Inc. Matthew is a registered representative of Harbour Investments, Inc. Matthew can help clients with financial planning, selecting other advisors, and portfolio management for individuals. Matthew is also a licensed insurance agent.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
04/27/2016 - Present
Harbour Investments, Inc. (MIDDLETON WI)
NY
01/12/2012 - 08/18/2014
PARK AVENUE SECURITIES LLC (NEW YORK NY)
WI
04/25/2006 - 12/09/2011
ONEAMERICA SECURITIES, INC. (WAUNAKEE WI)
IA
Issued 04/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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