Matthew SyversonCRD Number: 4262528
Current Firm: Sound Stewardship, LLC
Matthew Syverson (CRD# 4262528) is an Investment Advisor Representative working at Sound Stewardship, LLC in Overland Park, KS and has over 21 years of experience in the finance industry. Matthew Syverson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Ids Life Insurance Company||Denver, CO||Jul 2000 - Current||22|
|American Express Financial Advisors Inc.||Denver, CO||Jul 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2000|
Total Assets Under Management205MILLIONS
Total Number of Accounts857ACCOUNTS
Average Account Value$239,446
- 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)
- Educational seminars/workshops
IA, KS, LA, MO, NE, TX
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