Matthew Menke (CRD# 2943930) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cape May, NJ and has over 26 years of experience in the finance industry.
CRD# 2708056
Wells Fargo Advisors
CRD# 5306985
Lpl Financial LLC
CRD# 6454257
Arkadios Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Alliance Associates | New York, NY | Dec 2016 - Current | 7 |
Ids Life Insurance Company | Voorhees, NJ | Sep 1997 - Dec 2016 | 19 |
American Express Financial Advisors Inc. | Voorhees, NJ | Sep 1997 - Dec 2016 | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1997 |
- CA
- FL
- MD
- NJ
- PA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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