Matthew Newman (CRD# 6674059) is an Investment Advisor Representative working at Iron Gate Global Advisors in North Salt Lake, UT and has over 6 years of experience in the finance industry. Matthew Newman 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# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amussen, Hunsaker & Associates, LLC | Salt Lake City, UT | Feb 2020 - Current | 4 |
| Paycom | Salt Lake City, UT | Jul 2019 - Jan 2020 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2018 - Jun 2019 | 1 |
| Northwestern Mutual Investment Services LLC | Salt Lake Cty, UT | Apr 2017 - Jun 2019 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2016 - Jun 2019 | 2 |
| Utah Higher Education Assistance Authority | Salt Lake City, UT | Aug 2014 - Jul 2016 | 1 |
| Crystal Clear Windows | Riverton, UT | Jun 2014 - Aug 2014 | < 1 |
| Reid Ranch | Tabiona, UT | May 2014 - Jun 2014 | < 1 |
| Unemployed | Leeds, UT | May 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- UT
-
Total Assets Under Management725MILLIONS
-
Total Number of Accounts5,697ACCOUNTS
-
Average Account Value$127,290
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AZ, CA, CO, FL, ID, IL, LA, MA, ME, MN, MT, NC, NV, OK, OR, TN, TX, UT, VA, WA, WY
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