Michael Matheson (CRD# 2553786) is an Investment Advisor Representative working at Matheson & Rock Wealth Management, LLC in Davenport, IA and has over 29 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prs 2322, LLC | Davenport, IA | Dec 2022 - Current | 1 |
| Matheson & Rock Wealth Management, LLC | Davenport, IA | Aug 2017 - Current | 6 |
| Private Client Services | Louisville, KY | Nov 2017 - Oct 2022 | 4 |
| Detalus Advisors, Llc Dba Beyer & Rock Investments, LLC | Davenport, IA | Nov 2016 - Nov 2017 | 1 |
| Detalus Securities, Llc Dba Beyer & Rock Investments, LLC | St Louis, MO | Jan 2009 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- IA
- TX
-
Total Assets Under Management386MILLIONS
-
Total Number of Accounts957ACCOUNTS
-
Average Account Value$403,344
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, IA, IL, IN, LA, TX, WI
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