Matthew Heling, financial advisor Oconto WI

Matthew Heling

CRD Number: 6359492
Current Firm: Edward Jones

Matthew Heling (CRD# 6359492) is an Investment Advisor Representative working at Edward Jones in Oconto, WI and has over 9 years of experience in the finance industry.

Similar Advisors
Steven Abrahamson, financial advisor Oconto WI
Steven E. Abrahamson
CRD# 2274105
Rbc Capital Markets, LLC
Similar Advisors
Paul Aftanas, financial advisor Oconto WI
Paul M. Aftanas
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Rebecca Agamaite, financial advisor Oconto WI
Rebecca L. Agamaite
CRD# 4997609
Advisors Management Group Inc.
Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2014 - Current 9
School District Of Bonduel Bonduel, WI Aug 2002 - Jun 2014 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Matthew J. Heling
Phone Number: 314-515-2000
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.