Matthew Keegan (CRD# 7014734) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in East Longmeadow, MA and has over 5 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Oct 2018 - Current | 5 |
| Thrivent Investment Management Inc. | East Longmeadow, MA | Sep 2018 - Current | 5 |
| Center For Physical Therapy | Wappigners Falls, NY | May 2015 - Sep 2018 | 3 |
| Bentley University | Waltham, MA | Sep 2011 - May 2015 | 3 |
| Center For Physical Therapy | Wappigners Falls, NY | Dec 2014 - Jan 2015 | < 1 |
| Center For Physical Therapy | Wappigners Falls, NY | Aug 2014 - Aug 2014 | < 1 |
| 5th Street Advisors, LLC | Stamford, CT | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
| S63 | Uniform Securities State Law Examination | Oct 2021 |
- MA
- NY
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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