Matthew Kulp, financial advisor Allentown PA
93 score

Matthew Kulp

CRD Number: 4561990
Current Firm: Securian Financial Services, Inc.

Matthew Kulp (CRD# 4561990) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Allentown, PA and has over 14 years of experience in the finance industry.

Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Allentown PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
Similar Advisors
Charles Steege, financial advisor Allentown PA
Charles F. Steege
CRD# 1364360
Sfg Investment Advisors, Inc.
Score
101
Similar Advisors
Devon Robinson, financial advisor Allentown PA
Devon Robinson
CRD# 4337883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
100
Company Name Location Dates Years
Securian Financial Services, Inc. St Paul, MN Aug 2002 - Current 14
Minnesota Life Ins Co St Paul, MN Aug 2002 - Current 14
Legacy Planning Inc. Allentown, PA Aug 2002 - Current 14
Legacy Planning Partners Coopersburg, PA Aug 2002 - Dec 2011 9
Fish Financial LLC Bethlehem, PA Mar 2005 - Dec 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Matthew R. Kulp
Phone Number: 651-665-5609
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Matthew Kulp and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.