Matthew Hughey (CRD# 1938877) is an Investment Advisor Representative working at Lpl Financial LLC in Cottage Grove, WI and has over 9 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Cottage Grove, WI | Jul 2021 - Current | 2 |
| A&m Wealth Management, LLC | Madison, WI | Oct 2020 - Jul 2021 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Cottage Grove, WI | Oct 2020 - Jul 2021 | < 1 |
| Waddell & Reed | Cottage Grove, WI | Oct 2020 - Jul 2021 | < 1 |
| Wisconsin Masonic Center | Madison, WI | Sep 2020 - Jul 2021 | < 1 |
| Board Of Governors - Shriners Hospital For Children - Chicago | Chicago, IL | Jan 2020 - Jul 2021 | 1 |
| Wisconsin Demolay Foundation | Wauwatosa, WI | Sep 2015 - Jul 2021 | 5 |
| Valley Of Madison, Ancient Accepted Scottish Rite - Northern Mas | Madison, WI | May 2015 - Jul 2021 | 6 |
| A&m Financial Services | Cottage Grove, WI | Apr 2012 - Jul 2021 | 9 |
| A&m Tax & Accounting Services, LLC | Cottage Grove, WI | Apr 2012 - Jul 2021 | 9 |
| Lake Hughitt North Shore Owners, LLC | Cottage Grove, WI | Jul 2003 - Jul 2021 | 18 |
| Lpl Financial LLC | Columbus, WI | Jul 2016 - Sep 2020 | 4 |
| Capital Financial Services, Inc. | Minot, ND | Jan 2015 - Jun 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- FL
- IL
- IA
- MI
- MN
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- 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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