Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Stange is a financial advisor based in Creston, IA. Matthew has been in the industry since 2013 and is currently affiliated with Silver Oak Securities, Inc. Prior to joining Silver Oak Securities, Inc., Matthew was with Securities America, Inc. and Mutual of Omaha Investor Services, Inc.. Matthew holds the following licenses: Series 6, Series 7TO, Series 63, and Series 65. Matthew specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
09/27/2023 - Present
Silver OAK Securities, Inc. (Creston IA)
IA
05/04/2018 - 10/17/2023
SECURITIES AMERICA, INC. (URBANDALE IA)
IA
11/12/2013 - 05/11/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (IOWA CITY IA)
IA
Issued 07/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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