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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 Mark Cuplin is a financial advisor registered with Commonwealth Financial Network. Matthew Cuplin has been working in the financial industry since December 11, 2007 and has a strong track record of providing investment advice and financial planning services. Matthew Cuplin is a Certified Financial Planner. He is licensed to sell securities and provide investment advisory services in many states. Matthew Cuplin is also co-owner of Midwest Financial Group, a private entity that provides securities, advisory and insurance services. Matthew Cuplin is dedicated to helping clients achieve their financial goals.
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.
1
2
WI
11/27/2017 - Present
Commonwealth Financial Network (Platteville WI)
WI
10/16/2009 - 11/27/2017
SII INVESTMENTS, INC. (MADISON WI)
WI
09/11/2008 - 11/09/2009
AMERITAS INVESTMENT CORP. (MIDDLETON WI)
IA
10/30/2007 - 07/30/2008
THRIVENT INVESTMENT MANAGEMENT INC. (DAVENPORT IA)
BOTH
Issued 12/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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