Matthew BehningCRD Number: 6269145
Current Firm: Consilio Wealth Advisors, LLC
Matthew Behning (CRD# 6269145) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 8 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Consilio Wealth Advisors, LLC||Seattle, WA||Jun 2021 - Current||2|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jun 2019 - Jun 2021||2|
|Christopher Kaminski||Seattle, WA||May 2019 - Jun 2021||2|
|Nathaniel Donohue||Seattle, WA||May 2019 - Jun 2021||2|
|Northwestern Mutual Investment Services, LLC||Seattle, WA||May 2019 - Jun 2021||2|
|Unemployed||Seattle, WA||Apr 2019 - May 2019||< 1|
|Bank Of America||Seattle, WA||Feb 2018 - Apr 2019||1|
|Unemployed||Albuquerque, NM||Jul 2017 - Feb 2018||< 1|
|Merrill Lynch||Albuquerque, NM||Sep 2015 - Jun 2017||1|
|Northwestern Mutual Investment Services LLC||Albuquerqe, NM||Jan 2014 - Aug 2015||1|
|Northwestern Mutual Life Insurance Company||Albuquerque, NM||Nov 2013 - Aug 2015||1|
|Unemployed||Albuquerque, NM||Sep 2013 - Nov 2013||< 1|
|Adt Security Services||Albuquerque, NM||Dec 2010 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2016|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management265MILLIONS
Total Number of Accounts1,114ACCOUNTS
Average Account Value$238,195
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, NH, NY, TX, WA
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.