Matthew Fizell (CRD# 6579642) is an Investment Advisor Representative working at Harmony Wealth in Madison, WI and has over 8 years of experience in the finance industry. Matthew Fizell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Planner Collective LLC | Madison, WI | Mar 2023 - Current | 1 |
| Contributing Author (no Company) | Middleton, WI | Oct 2021 - Current | 2 |
| Harmony Outsourcing Services | Middleton, WI | Apr 2021 - Current | 3 |
| Harmony Wealth LLC | Middleton, WI | Apr 2021 - Current | 3 |
| Matt Fizell, LLC | Richardson, TX | Nov 2019 - Jun 2021 | 1 |
| Guiding Wealth Management LLC | Dallas, TX | Aug 2019 - May 2021 | 1 |
| Next Step Planning Co | Dallas, TX | Jan 2018 - Jan 2020 | 2 |
| Irvine Wealth Planning Strategies | Corning, NY | May 2018 - Jun 2019 | 1 |
| Trinity Financial Planning | Madison, WI | Jun 2017 - Jan 2018 | < 1 |
| Thrivent Financial | Appleton, WI | May 2016 - May 2017 | 1 |
| Thrivent Investment Management Inc. | Madison, WI | Jan 2016 - May 2017 | 1 |
| Thrivent Financial | Appleton, WI | Mar 2016 - May 2016 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Sep 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- TX
- WI
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$104,218
- 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
TX, WI
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