Michael Matuska
CRD Number: 6679507Current Firm: United Planners' Financial Services Of America A Limited Partner
Michael Matuska (CRD# 6679507) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Michael J. Matuska | Mankato, MN | Jun 2021 - Current | 3 |
United Planners Financial Services | Scottsdale, AZ | Jan 2020 - Current | 4 |
Full Circle Financial | Rochester, MN | Sep 2017 - Current | 6 |
Richard J Falk Insurance Company, Inc (rjf, Inc) | Northfield, MN | Jan 2005 - Sep 2023 | 18 |
Richard J Falk Insurance | Northfield, MN | Jan 2005 - Sep 2023 | 18 |
Catholic United Financial | St Paul, MN | Jan 2005 - Oct 2022 | 17 |
Catholic United Financial LLC | St Paul, MN | Jan 2005 - Oct 2022 | 17 |
Proequities Inc. | Mankato, MN | Jul 2016 - Jan 2020 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- MN
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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