Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Klewer is a financial advisor with over 20 years of experience in the financial services industry. Matthew has held positions at several firms, including Eagle One Investments, LLC, FFP Securities, Inc., Waterstone Financial Group, Inc., and Triad Advisors LLC. Currently, Matthew is registered with Osaic Advisory Services, LLC, a firm that specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutions. Matthew is dedicated to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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.
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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2
WI
09/28/2020 - Present
Osaic Advisory Services, LLC (Appleton WI)
WI
12/19/2012 - 08/23/2024
TRIAD ADVISORS LLC (APPLETON WI)
IA
09/18/2009 - 12/19/2012
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
WI
10/31/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (BROOKFIELD WI)
MO
08/01/2002 - 10/31/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
BOTH
Issued 10/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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