Matthew LeskovarCRD Number: 6159140
Current Firm: Mpm Wealth Advisors
Matthew Leskovar (CRD# 6159140) is an Investment Advisor Representative working at Mpm Wealth Advisors in Grand Rapids, MI and has over 5 years of experience in the finance industry. Matthew Leskovar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James & Associates, Inc.
Tarfis Wealth Management
|Mpm Wealth Advisors, Inc.||Grand Rapids, MI||Feb 2013 - Current||5|
|Beene Garter, LLP||Grand Rapids, MI||Aug 2012 - Current||5|
|Leskovar & Leskovar||Rockford, MI||Jul 2012 - Current||5|
|Moving/travel||Rockford, MI||Jun 2012 - Jun 2012||< 1|
|Melton & Melton||Houston, TX||Jan 2009 - Jun 2012||3|
|Moving/travel||Houston, TX||Dec 2008 - Jan 2009||< 1|
|Graduate Student||Rockford, MI||Jul 2008 - Dec 2008||< 1|
|Spartan Stores||Grandville, MI||Dec 2007 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management473MILLIONS
Total Number of Accounts2,031ACCOUNTS
Average Account Value$232,803
- 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
AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, NC, NY, OH, TN, TX, VA
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