Matthew McKelveyCRD Number: 6563412
Current Firm: Cambridge Investment Research Advisors, Inc.
Matthew McKelvey (CRD# 6563412) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grafton,, WI and has over 3 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Annex Wealth Management, LLC
Pgim Investments LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2020 - Current||1|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2020 - Current||1|
|Securities America, Inc.||Madison, WI||Aug 2019 - Jun 2020||< 1|
|Securities America Advisors, Inc.||Madison, WI||Aug 2019 - Jun 2020||< 1|
|Retirement Income Planning LLC||Madison, WI||Aug 2019 - Jun 2020||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2018 - Aug 2019||1|
|Cadre||Appleton, WI||Nov 2017 - Apr 2018||< 1|
|Sii Investments||Appleton, WI||Sep 2015 - Aug 2017||1|
|Weidner Center - Uwgb||Green Bay, WI||Sep 2013 - May 2017||3|
|Sendik's Food Market||Grafton, WI||Jan 2013 - Sep 2015||2|
|Village Of Grafton - Parks And Recreation||Grafton, WI||May 2014 - Aug 2015||1|
|Copps||Green Bay, WI||Sep 2014 - May 2015||< 1|
|Grafton Soccer Club||Grafton, WI||May 2007 - Sep 2013||6|
|Flannery's At Fire Ridge Golf Club||Grafton, WI||Jul 2011 - Sep 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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