Unclaimed
Matthew Kruelle is a financial advisor with Blackhawk Capital Partners, LLC. Matthew has over 3 years of experience in the financial industry and holds the Series 7TO, Series 63, and Series 66 licenses. Matthew specializes in providing financial advice to individuals and families. Matthew is also a published author and has over 5 years of experience in writing and publishing.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Technology platform fee $12.50 per quarter
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2
AZ
08/08/2024 - Present
Blackhawk Capital Partners, LLC (SCOTTSDALE AZ)
AZ
08/01/2019 - 03/03/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 09/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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