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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Boehnke is a financial advisor registered in Iowa. Matthew is currently with Cambridge Investment Research Advisors, Inc. and previously worked with VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL PARTNERS, INC., LOCUST STREET SECURITIES, INC., and PRINCOR FINANCIAL SERVICES CORPORATION. Matthew has been in the industry for over 20 years and is a Certified Financial Planner. Matthew holds Series 7, 24, 63 and 65 licenses and the SIE exam. Matthew specializes in retirement planning, college savings, insurance, and estate planning.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
05/05/2020 - Present
Cambridge Investment Research Advisors, Inc. (Des Moines IA)
IA
02/03/2009 - 05/11/2020
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
01/01/2004 - 01/30/2009
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
IA
12/09/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
03/04/2002 - 12/04/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 05/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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