Matthew Demaster (CRD# 7698234) is an Investment Advisor Representative working at Principal Securities, Inc. in Oostburg, WI and has 1 year of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 1193947
Haese Financial Group Inc.
CRD# 2240211
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harrison Financial | Oostberg, WI | Aug 2023 - Current | < 1 |
| Principal Securities, Inc. | Oostburg, WI | Mar 2023 - Current | 1 |
| Principal Life Insurance Company | Oostburg, WI | Mar 2023 - Current | 1 |
| Harrison Financial | Oostburg, WI | Feb 2023 - Jun 2023 | < 1 |
| Sandy Pines LLC | Sheboygan, WI | Jan 2022 - Mar 2023 | 1 |
| Torginol Inc. | Sheboygan, WI | Oct 2019 - Jan 2022 | 2 |
| Eos Surf | Sheboygan, WI | May 2014 - Oct 2019 | 5 |
| Piggly Wiggly | Oostburg, WI | May 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- TX
- WI
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Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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