Michael MatriseCRD Number: 1029746
Current Firm: Woodbury Financial Services, Inc.
Michael Matrise (CRD# 1029746) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Brookfield, WI and has over 21 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Woodbury Financial Services Inc.||Brookfield, WI||Apr 2017 - Current||< 1|
|Matrise/polzin & Co Inc.||Brookfield, WI||Jan 2002 - Current||16|
|Mpc Advisors, LLC||Brookfield, WI||Feb 2011 - Apr 2017||6|
|Girard Securities, Inc.||San Diego, CA||Feb 2011 - Apr 2017||6|
|Sparks International Inc.||Brookfield, WI||Oct 1995 - Mar 2017||21|
|Securian Financial Services, Inc.||St. Paul, MN||Nov 1987 - Feb 2011||23|
|Minnesota Life Insurance Company||St. Paul, MN||Sep 1977 - Jan 2011||33|
|Charter Services Of Wi||Brookfield, WI||Oct 2004 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts17,398ACCOUNTS
Average Account Value$186,902
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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