Matthew MullenCRD Number: 5524825
Current Firm: Pnc Investments
Matthew Mullen (CRD# 5524825) is an Investment Advisor Representative working at Pnc Investments in Muskego, WI and has over 9 years of experience in the finance industry.
Jordan Financial Life Planning
Financial Service Group Inc.
Fortress Planning Group
|Pnc Investments||Pittsburgh, PA||May 2016 - Current||1|
|Pnc Bank||Muskego, WI||May 2016 - Current||1|
|Jp Morgan Bank, Na||Brookfield, WI||Mar 2014 - May 2016||2|
|Jp Morgan Securities||Waukesha, WI||Oct 2012 - Mar 2014||1|
|Chase Investment Services Corp||Franklin, WI||Dec 2009 - Oct 2012||2|
|Pruco Securities, LLC||Wauwatosa, WI||Apr 2008 - Dec 2009||1|
|Prudential Insurance Company Of America||Wauwatosa, WI||Apr 2008 - Dec 2009||1|
|Unemployed||Pewaukee, WI||Jun 2007 - Mar 2008||< 1|
|Brady||Milwaukee, WI||Mar 2000 - May 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||May 2009|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- 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.