Matthew KitzmanCRD Number: 4474159
Current Firm: The Mutual Fund Store
Matthew Kitzman (CRD# 4474159) is an Investment Advisor Representative working at The Mutual Fund Store in Omaha, NE and has over 6 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Tmfs Advisors, LLC||Overland Park, KS||Aug 2015 - Current||1|
|The Mutual Fund Store-omaha, LLC||Overland Park, KS||Oct 2014 - Aug 2015||< 1|
|Td Ameritrade||Omaha, NE||Nov 2009 - Oct 2014||4|
|Dataflo Consulting||Omaha, NE||Feb 2007 - Nov 2009||2|
|Us Bank||Omaha, NE||Jan 2005 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management8,138MILLIONS
Total Number of Accounts69,645ACCOUNTS
Average Account Value$116,844
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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