Matthew Wicklund (CRD# 2454613) is an Investment Advisor Representative working at Contego Capital Group, Inc. in Edina, MN and has over 20 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Contego Capital Benefits | Edina, MN | Mar 2008 - Current | 16 |
| Ing Financial Partners | Des Moines, IA | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- MN
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$956,091
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
MN, ND
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