Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gredys is an investment advisor representative with Independent Financial Partners, based in Clive, Iowa. Matthew has over 10 years of experience in the financial services industry and holds Series 6, 63, and 65 licenses. Matthew has a commitment to providing his clients with personalized financial planning, portfolio management, and investment advice. Matthew's experience includes working with individuals, families, businesses, and charitable organizations. Matthew also specializes in providing retirement planning and qualified and non-qualified plan design services.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
IA
01/01/2019 - Present
Independent Financial Partners (Clive IA)
IA
06/27/2018 - 05/23/2019
LPL FINANCIAL LLC (WEST DES MOINES IA)
IA
Issued 12/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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