Matthew Dresden, financial advisor Hartington NE
93 score

Matthew Dresden

CRD Number: 5315405
Current Firm: Vsr Advisory Services

Matthew Dresden (CRD# 5315405) is an Investment Advisor Representative working at Vsr Advisory Services in Hartington, NE and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Matt Dresden Insurance Solutions, LLC Hartington, NE Jan 2014 - Current 2
Vsr Advisory Services Overland Park, KS Oct 2012 - Current 4
Insurance & Wealth Strategies Hartington, NE Jul 2012 - Current 4
Vsr Financial Services, Inc. Overland Park, KS Jul 2012 - Current 4
Dresden Insurance Hartington, NE Jul 2001 - Current 15
The O. N. Equity Sales Company Cincinnati, OH Apr 2007 - Jul 2012 5
Ohio National Financial Services Cincinnati, OH Mar 2007 - Jul 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Matthew D. Dresden
Phone Number: 913-498-2900
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,944
    ACCOUNTS
  • Average Account Value
    $183,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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