Unclaimed
Matthew Komer is a registered investment advisor representative in Illinois and Texas. Matthew has been in the industry for over 10 years, working with clients at Guggenheim Funds Distributors, LLC, CRI Securities, LLC, and Securian Financial Services, Inc. Currently, Matthew works at Kera Capital Partners, specializing in investment strategies for high-net-worth individuals, businesses, and pooled investment vehicles. Matthew is committed to providing personalized financial advice and working closely with clients to achieve their 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.
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.
Consulting
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.
1
2
IL
09/15/2022 - Present
Kera Capital Partners (MOKENA IL)
IL
01/11/2016 - 06/21/2022
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
IL
03/20/2013 - 10/16/2015
CRI SECURITIES, LLC (CHICAGO IL)
IL
03/20/2013 - 10/16/2015
SECURIAN FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 10/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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