Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Meuli is an Investment Advisor Representative at Navigation Wealth Management. Matthew is registered with the state of Colorado. He has been in the financial services industry since September 2013. Matthew is a lawyer and founder/owner of Meuli Law Office PC. He holds a Series 65 license. Matthew specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. He also offers portfolio management services for individuals and businesses. Matthew’s firm manages approximately $127.7 million in assets for 1,470 clients.
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.
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.
Referral fees
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CO
05/01/2024 - Present
Navigation Wealth Management (FORT COLLINS CO)
IA
Issued 04/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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