Matthew Imhof (CRD# 6941524) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 5 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wiley Bros.-aintree Capital, LLC | Henderson, NV | Sep 2023 - Current | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Henderson, NV | Apr 2018 - Sep 2023 | 5 |
| Argent Management | Henderson, NV | Sep 2017 - Mar 2018 | < 1 |
| California Polytechnic State University | San Luis Obispo, CA | Sep 2016 - Jul 2017 | < 1 |
| Unemployed | Fremont, CA | Jul 2016 - Aug 2016 | < 1 |
| Philadelphia Phillies | Philadelphia, PA | Jun 2014 - Jun 2016 | 2 |
| California Polytechnic State University | San Luis Obispo, CA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- NV
- TX
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Total Assets Under Management1,173MILLIONS
-
Total Number of Accounts3,051ACCOUNTS
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Average Account Value$384,484
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
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