Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brady is a financial advisor who is registered with the state of Kansas and is currently employed with Mariner Wealth. Matthew has been in the financial industry since 1995 and has a strong background in financial planning, portfolio management and investment advisory services. Matthew has experience working with a wide range of clients, including individuals, families, businesses and institutions.
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.
Family office services
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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KS
11/12/2010 - Present
Mariner Wealth (OVERLAND PARK KS)
WI
06/05/1998 - 04/14/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
07/01/1997 - 06/01/1998
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MN
07/16/1996 - 07/01/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
NY
04/19/1995 - 06/13/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/19/1995 - 06/13/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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