Matthew DresdenCRD Number: 5315405
Current Firm: Summit Financial Group Inc.
Matthew Dresden (CRD# 5315405) is an Investment Advisor Representative working at Summit Financial Group Inc. in Hartington, NE and has over 10 years of experience in the finance industry.
Ipi Wealth Management, Inc.
Raymond James Financial Services Advisors, Inc.
|Summit Financial Group Inc.||Boca Raton, FL||Sep 2016 - Current||1|
|Summit Brokerage Services, Inc.||Hartington, NE||Sep 2016 - Current||1|
|Matt Dresden Insurance Solutions, LLC||Hartington, NE||Jan 2014 - Current||4|
|Insurance & Wealth Strategies||Hartington, NE||Jul 2012 - Current||5|
|Vsr Advisory Services||Overland Park, KS||Oct 2012 - Sep 2016||3|
|Vsr Financial Services, Inc.||Overland Park, KS||Jul 2012 - Sep 2016||4|
|The O. N. Equity Sales Company||Cincinnati, OH||Apr 2007 - Jul 2012||5|
|Ohio National Financial Services||Cincinnati, OH||Mar 2007 - Jul 2012||5|
|Dresden Insurance||Hartington, NE||Jul 2001 - Dec 2010||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management3,800MILLIONS
Total Number of Accounts27,685ACCOUNTS
Average Account Value$137,241
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV