Matthew UrbanekCRD Number: 6164577
Current Firm: Transamerica Retirement Advisors, LLC
Matthew Urbanek (CRD# 6164577) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in New Berlin, WI and has over 3 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Transamerica Retirement Solutions||Milwaukee, WI||Sep 2014 - Current||2|
|Transamerica Investors Securities Corporation||Milwaukee, WI||Sep 2014 - Current||2|
|Pnc Investments||Milwaukee, WI||Aug 2013 - Sep 2014||1|
|Pnc Bank||Milwaukee, WI||Aug 2013 - Sep 2014||1|
|Northwestern Mutual Investment Services, LLC||Milwaukee, WI||Mar 2013 - Jul 2013||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Mar 2013 - Jul 2013||< 1|
|Citifinancial Inc.||Milwaukee, WI||Jul 2010 - Mar 2013||2|
|Citifinancial Inc.||Elk Grove, CA||Jul 2009 - Jul 2010||1|
|Citifinancial, Inc.||Milpitas, CA||Jul 2007 - Jun 2009||1|
|Citifinancial, Inc.||Madison, WI||Sep 2006 - Jul 2007||< 1|
|Wisconsin Union||Madison, WI||May 2004 - Jun 2007||3|
|American Income Life||Madison, WI||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management3,536MILLIONS
Total Number of Accounts1,013ACCOUNTS
Average Account Value$3,490,703
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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