Matthew Arnett (CRD# 4579093) is an Investment Advisor Representative working at Arnett Financial Group in Morganfield, KY and has over 21 years of experience in the finance industry. Matthew Arnett 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# 4395298
Edward Jones
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alton Securities Group Inc. | Alton, IL | Apr 2009 - Current | 15 |
| Moneytree Capital Management, LLC | Morganfield, KY | May 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- KY
-
Total Assets Under Management28MILLIONS
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Total Number of Accounts133ACCOUNTS
-
Average Account Value$207,172
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
KY
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