Matthew MoreyCRD Number: 4579515
Current Firm: Honkamp Krueger Financial Services Inc.
Matthew Morey (CRD# 4579515) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Dubuque, IA and has over 15 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Steele Capital Management, Inc.
Investments By Design, Inc.
|Honkamp Krueger Financial Services||Dubuque, IA||May 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2001|
Total Assets Under Management2,334MILLIONS
Total Number of Accounts7,100ACCOUNTS
Average Account Value$328,708
- 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)
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI