Matthew WisniewskiCRD Number: 6189048
Current Firm: Transamerica Financial Advisors, Inc.
Matthew Wisniewski (CRD# 6189048) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Greenwood Village, CO and has over 3 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Transamerica Financial Advisors, Inc.||Greenwood Village, CO||Apr 2013 - Current||4|
|World Financial Group, Inc.||Greenwood Village, CO||Jan 2013 - Current||4|
|Black River, LLC||Littleton, CO||May 2012 - Current||5|
|Oxxn Investments||Littleton, CO||Aug 2011 - Current||5|
|Rvig-01, LLC||Littleton, CO||Aug 2011 - Current||5|
|Realtyvantage Investment Group, Inc.||Littleton, CO||Apr 2011 - Current||6|
|Mw Renovations LLC||Litteton, CO||Jan 2010 - Current||7|
|80904-02, LLC||Littleton, CO||Jun 2011 - Nov 2014||3|
|Solid Concrete Foundations, LLC||Philadelphia, TN||Jul 2002 - Jan 2010||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Sep 2013|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Selection of other advisers (including private fund managers)
- 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
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