Matthew Gatherum (CRD# 7339528) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 3 years of experience in the finance industry. Matthew Gatherum 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.
CRD# 840425
Equitable Advisors, LLC
CRD# 4482805
Diversify Advisory Services, LLC
CRD# 5620871
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oneamerica Securities | Cottonwood Heights, UT | Mar 2021 - Current | 3 |
| American United Life | Cottonwood Heights, UT | Jan 2021 - Current | 3 |
| Al's Sporting Goods | Orem, UT | Aug 2020 - Dec 2020 | < 1 |
| Zipz | Garden City, UT | May 2020 - Aug 2020 | < 1 |
| Church Of Jesus Christ Of Latter Day Saints | Busan, | Aug 2018 - May 2020 | 1 |
| Unemployed | Hyde Park, UT | Jun 2018 - Aug 2018 | < 1 |
| Cache County School District | North Logan, UT | Aug 2017 - Jun 2018 | < 1 |
| Green Canyon High School | North Logan, UT | Aug 2017 - Jun 2018 | < 1 |
| Zipz | Garden City, UT | May 2017 - Aug 2017 | < 1 |
| Sky View High School | Smithfield, UT | Aug 2015 - Aug 2017 | 2 |
| Pizza Pie Cafe | North Logan, UT | Aug 2016 - May 2017 | < 1 |
| North Cache Junior High School | Richmond, UT | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
| S63 | Uniform Securities State Law Examination | May 2021 |
- AZ
- CA
- FL
- NM
- UT
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Total Assets Under Management264MILLIONS
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Total Number of Accounts2,804ACCOUNTS
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Average Account Value$94,286
- 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
- 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
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, WY
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