Unclaimed
Matthew James Dicken is a registered Investment Advisor Representative with Strategic Wealth Investment Group, LLC. Matthew has been in the financial industry since 1998 and has experience with various investment strategies. Matthew provides personalized financial advice to individuals and businesses in Louisville, Kentucky. Matthew specializes in portfolio management, financial planning, and educational seminars. Matthew is committed to providing his clients with the highest level of service and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
KY
01/24/2024 - Present
Strategic Wealth Investment Group, LLC (LOUISVILLE KY)
KY
03/13/2007 - 08/15/2008
MADISON AVENUE SECURITIES, INC. (LOUISVILLE KY)
KY
12/04/2006 - 03/19/2007
GREAT AMERICAN ADVISORS, INC. (LOUISVILLE KY)
GA
11/21/2005 - 12/04/2006
STUART SECURITIES CORP. (NORCROSS GA)
NY
07/18/2002 - 03/08/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
WI
01/07/1998 - 07/17/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
03/24/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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