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Matthew Kerry Poulos

MCF Advisors, LLC

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About Matthew Kerry Poulos

Matthew Kerry Poulos is a financial advisor at MCF Advisors, LLC in Covington, Kentucky. Matthew has been in the financial services industry since June 2006. Matthew is registered as an investment advisor representative in Kentucky. Prior to joining MCF Advisors, LLC, Matthew worked at Ameriprise Financial Services, LLC. Matthew has experience in financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Matthew Poulos is currently registered with MCF Advisors, LLC. MCF Advisors, LLC is a Covington, KY-based firm with 28 advisors. The firm advises high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, banking or thrift institutions, and charitable organizations. They offer portfolio management for individuals, businesses, and pension plans, as well as financial planning and selection of other advisors.
MCF Advisors, LLC

50 E. RIVERCENTER BLVD.,

COVINGTON, KY 41011

$2.89B

Assets Under Management

14

Total Clients

18

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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 Poulos’s Registration & Firm History

KY

02/15/2023 - Present

MCF Advisors, LLC (COVINGTON KY)

KY

06/21/2006 - 10/01/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Crestview Hills KY)

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Licenses & Designations

BOTH

Issued 07/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Kerry Poulos.
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