Matthew MerwaldCRD Number: 5537016
Current Firm: Mutual Of Omaha Investor Services, Inc.
Matthew Merwald (CRD# 5537016) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Omaha, NE and has over 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Mutual Of Omaha||Omaha, NE||Dec 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY