Matthew Bappert, financial advisor Milwaukee WI

Matthew Bappert

CRD Number: 6569779
Current Firm: 1834 Investment Advisors Company

Matthew Bappert (CRD# 6569779) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Milwaukee, WI and has over 8 years of experience in the finance industry. Matthew Bappert 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.

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Professional Designations
Company Name Location Dates Years
Premier Asset Management LLC Milwaukee, WI Jun 2022 - Current 1
1834 Investment Advisors Company Milwaukee, WI Oct 2015 - Current 8
Factset Research Systems Chicago, IL Sep 2013 - Sep 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Matthew F. Bappert
Phone Number: (414) 615-1012
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,117
    MILLIONS
  • Total Number of Accounts
    1,077
    ACCOUNTS
  • Average Account Value
    $1,037,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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