Matthew Gredys (CRD# 6172177) is an Investment Advisor Representative working at Independent Financial Partners in Clive, IA and has over 5 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Tampa, FL | May 2019 - Current | 5 |
| Kidder Advisers, Inc. | Clive, IA | Nov 2018 - Current | 5 |
| Fuerza Financial, Inc Dba The Kidder Company | Clive, IA | Nov 2018 - Current | 5 |
| Independent Financial Partners | Tampa, FL | Jun 2018 - Current | 5 |
| Lpl Financial, LLC | West Des Moines, IA | Jun 2018 - May 2019 | < 1 |
| Kidder Benefits Consultants | West Des Moines, IA | Jan 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- IA
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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