Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawrence Kaas is a financial advisor with over 8 years of experience in the industry. He has been with TLG Advisors, Inc. since March 2021 and also works with TruChoice as a Senior Director of Advanced Life Sales. Matthew Lawrence Kaas is registered with the states of Michigan, Minnesota and California. He is also registered as an Investment Advisor Representative (IAR) in Minnesota and Michigan. Matthew Lawrence Kaas holds the Series 7 and Series 66 licenses as well as the SIE exam. Matthew Lawrence Kaas specializes in providing financial planning, portfolio management and other investment advisory services to individuals, businesses, and corporations. He is committed to helping clients achieve their financial goals and is dedicated to providing personalized service.
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.
Placement of institutional funds
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.
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2
CO
06/29/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
MI
05/25/2016 - 05/02/2019
QUESTAR CAPITAL CORPORATION (ANN ARBOR MI)
MI
08/05/2014 - 01/16/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Lansing MI)
BOTH
Issued 08/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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