Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Weyers is an Investment Advisor Representative with Winch Financial. Matthew has been in the industry since August 2012 and has a Series 65 license. Matthew is also a licensed insurance agent. Winch Financial specializes in financial planning and portfolio management for both individuals and businesses. The firm has a strong reputation in the community and has been serving clients for many years.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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WI
07/15/2016 - Present
Winch Financial (APPLETON WI)
IA
Issued 12/22/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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