Matthew McKelvey, financial advisor Grafton, WI

Matthew McKelvey

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew J. McKelvey
Phone Number: 641-472-5100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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