Matt Ramaekers, financial advisor Carroll IA
96 score

Matt Ramaekers

CRD Number: 1978383
Current Firm: Principal Securities, Inc.

Matt Ramaekers (CRD# 1978383) is an Investment Advisor Representative working at Principal Securities, Inc. in Carroll, IA and has over 27 years of experience in the finance industry. Matt Ramaekers 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.

Similar Advisors
Jeffrey Boes, financial advisor Carroll IA
Jeffrey E. Boes
CRD# 1682064
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Jeanne Kerkhoff, financial advisor Carroll IA
Jeanne Kerkhoff
CRD# 4182135
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Timothy Rial, financial advisor Carroll IA
Timothy J. Rial
CRD# 2694910
Signator Investors, Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Principal Life Insurance Des Moines, IA Jul 1998 - Current 18
Princor Financial Services Corporation Des Moines, IA Jul 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
Contact Info for Matt J. Ramaekers
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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 Matt Ramaekers and other advisors.
BADGES
96
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.