Matthew BrownCRD Number: 5952356
Current Firm: Cuna Brokerage Services, Inc.
Matthew Brown (CRD# 5952356) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Madison, WI and has over 5 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2014 - Current||2|
|Cuna Mutual Group||Waverly, IA||Jun 2014 - Current||2|
|Charles Schwab Bank||Madison, WI||Jan 2013 - Mar 2014||1|
|Charles Schwab & Company,inc||Madison, WI||Jul 2011 - Mar 2014||2|
|Royal Credit Union||Eau Claire, WI||Apr 2010 - Jun 2011||1|
|Heartland Aviation||Eau Claire, WI||Apr 2009 - Apr 2011||2|
|University Of Wisconsin - Eau Claire||Eau Claire, WI||Sep 2006 - Dec 2009||3|
|Minnesota Air National Guard||St. Paul, MN||Nov 2003 - Nov 2009||6|
|Sears||Eau Claire, WI||May 2007 - May 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- 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
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.