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Matthew Joseph Komer

Kera Capital Partners

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About Matthew Joseph Komer

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.

Firm Information

Matthew Komer is currently registered with Kera Capital Partners. Kera Capital Partners is an investment advisor based in San Jose, CA with approximately $760.77 million in regulatory assets under management. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, and other investment advisors. Kera Capital Partners primarily serves high-net-worth individuals, corporations, and pooled investment vehicles.
Kera Capital Partners

1760 THE ALAMEDA

SAN JOSE, CA 95126

$760.77M

Assets Under Management

Not reported

Total Clients

11

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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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 Komer’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Joseph Komer.
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