Matthew Drvaric (CRD# 5476594) is an Investment Advisor Representative working at Riverwater Partners LLC in Milwaukee, WI and has over 15 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Riverwater Partners LLC | Mequon, WI | Jun 2016 - Current | 7 |
| Sound By Design | Milwaukee, WI | Sep 2005 - Dec 2019 | 14 |
| Wells Fargo Funds Distributor, LLC | Menomonee Falls, WI | Mar 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- WI
-
Total Assets Under Management872MILLIONS
-
Total Number of Accounts545ACCOUNTS
-
Average Account Value$1,599,523
- 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
FL, IL, MN, TX, WI
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