Matthew Samek, financial advisor Cedar Rapids IA
89 score

Matthew Samek

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Marion, IA Dec 2013 - Current 3
Berthel Fisher & Company Financial Services, Inc. Marion, IA Aug 2012 - Current 4
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
Contact Info for Matthew R. Samek
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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