Matthew Fitch (CRD# 4744719) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Albertville, MN and has over 19 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 1506077
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Albertville, MN | Jun 2015 - Current | 8 |
| Great Valley Advisor Group, Inc. | Albertville, MN | Jun 2015 - Current | 8 |
| Feltl Advisors | Minneapolis, MN | Sep 2013 - Jun 2015 | 1 |
| Feltl And Company | Minneapolis, MN | Nov 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- MN
-
Total Assets Under Management7,343MILLIONS
-
Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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