Matthew Brigeman (CRD# 6367677) is an Investment Advisor Representative working at Oneseven in Beachwood, OH and has over 10 years of experience in the finance industry. Matthew Brigeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mgo One Seven Llc Dba Mb Wealth Management Group | Beachwood, OH | Mar 2017 - Current | 7 |
| Kohmann Bosshard Financial Services, LLC | Akron, OH | Jul 2016 - Mar 2017 | < 1 |
| Strategic Wealth Partners, Ltd. | Independence, OH | Jun 2014 - Jun 2016 | 2 |
| Purdue University | West Lafayette, IN | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- OH
- TX
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Total Assets Under Management2,571MILLIONS
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Total Number of Accounts9,416ACCOUNTS
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Average Account Value$273,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
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- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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