Matthew SamekCRD Number: 6105452
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Matthew Samek (CRD# 6105452) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 4 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Bfc Planning, Inc.||Marion, IA||Dec 2013 - Current||4|
|Berthel Fisher & Company Financial Services, Inc.||Marion, IA||Aug 2012 - Current||5|
|Scheels||Coralville, IA||Apr 2008 - Jul 2012||4|
|Dunham's||West Allis, WI||Sep 2007 - Apr 2008||< 1|
|Loras College||Dubuque, IA||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV