Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Behning is an investment advisor representative with Consilio Wealth Advisors, LLC. Matthew has been in the industry since 2014 and has worked for Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew is registered with the state of Washington. Consilio Wealth Advisors, LLC is an SEC registered investment advisor firm headquartered in Bellevue, Washington. The firm's client base includes high net worth individuals and individuals other than high net worth.
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.
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.
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WA
06/14/2021 - Present
Consilio Wealth Advisors, LLC (BELLEVUE WA)
WA
05/23/2019 - 06/14/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SEATTLE WA)
WA
03/29/2018 - 04/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
NM
11/18/2015 - 06/22/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NM
07/17/2014 - 07/15/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBUQUERQUE NM)
NM
05/12/2014 - 07/11/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBUQUERQUE NM)
IA
Issued 02/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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