Matthew Streckenbach, financial advisor Little Suamico WI
89 score

Matthew Streckenbach

CRD Number: 6270975
Current Firm: Packerland Brokerage Services, Inc.

Matthew Streckenbach (CRD# 6270975) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Little Suamico, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Packerland Brokerage Services Green Bay, WI May 2016 - Current < 1
Shipwrecked Egg Harbor, WI May 2007 - Current 9
The Prudential Insurance Company Of America Wauwatosa, WI May 2016 - May 2016 < 1
Pruco Securities LLC Wauwatosa, WI Nov 2013 - May 2016 2
Uw Oshkosh Oshkosh, WI Sep 2010 - Feb 2014 3
Lipsky's Dyckesville, WI Jun 2002 - Jun 2008 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Matthew J. Streckenbach
Phone Number: 920-662-9500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    1,130
    ACCOUNTS
  • Average Account Value
    $137,435
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI

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BADGES
89

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