Matthew Hekman (CRD# 4689747) is an Investment Advisor Representative working at Waterfront Wealth Inc. in Overland Park, KS and has over 2 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waterfront Wealth Inc. | Overland Park, KS | Nov 2021 - Current | 2 |
| Waddell And Reed/ivy Investment Management Co | Shawnee Mission, KS | May 2003 - Nov 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- KS
-
Total Assets Under Management730MILLIONS
-
Total Number of Accounts2,540ACCOUNTS
-
Average Account Value$287,402
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AR, AZ, CA, CT, FL, IA, IL, KS, LA, MI, MO, NE, TX, VT
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