linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Scott Conner

Financial Management Network Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Scott Conner

Matthew Conner is a financial advisor with over 26 years of experience in the industry. Matthew currently works at Financial Management Network Inc. in Mission Viejo, CA, and has been with the firm since June 2008. Matthew holds the Series 7, Series 63, and SIE licenses. Matthew is also a Certified Financial Planner. Matthew has been registered with the Securities and Exchange Commission (SEC) since 1998. Matthew has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Matthew's areas of expertise include financial planning, retirement planning, investment management, and insurance.

Firm Information

Matthew Conner is currently registered with Financial Management Network Inc.. Financial Management Network Inc. is an investment advisor based in MISSION VIEJO, CA with approximately $1.8 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Financial Management Network Inc.

26041 ACERO

MISSION VIEJO, CA 92691

$1.80B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Quarterly fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Conner’s Registration & Firm History

CA

01/12/2023 - Present

Financial Management Network Inc. (MISSION VIEJO CA)

CA

10/06/1998 - 07/02/2008

LPL FINANCIAL CORPORATION (LAGUNA HILLS CA)

AZ

05/22/1996 - 10/07/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

Not sure if Matthew Scott Conner is right for you?

Licenses & Designations

BC

Issued 05/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Scott Conner.
Not sure if Matthew Scott Conner is right for you?