Matthew Dicken (CRD# 2882253) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 23 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Return Capital Management | Sunny Isles Beach, FL | Nov 2021 - Current | 2 |
| Retirement Planning University, Inc. | Louisville, KY | Dec 2020 - Current | 3 |
| Strategic Wealth Intellectual Property | Louisville, KY | Dec 2020 - Current | 3 |
| Strategic Wealth Property & Casualty | Louisville, KY | Dec 2020 - Current | 3 |
| Dicken Performance, Inc. | Goshen, KY | Aug 2010 - Current | 13 |
| Dicken Leasing Inc. | Goshen, KY | Nov 2009 - Current | 14 |
| M&c Ventures, Inc. | Louisville, KY | Sep 2009 - Current | 14 |
| Strategic Wealth Investment Group, LLC | Louisville, KY | Jul 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KY
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Total Assets Under Management901MILLIONS
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Total Number of Accounts22,963ACCOUNTS
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Average Account Value$39,227
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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