Matthew Vanmaanen (CRD# 5272447) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pella, IA and has over 17 years of experience in the finance industry. Matthew Vanmaanen 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.
CRD# 1492192
Cambridge Investment Research Advisors, Inc.
CRD# 4782220
Edward Jones
CRD# 6915898
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Pella, IA | Feb 2007 - Current | 17 |
| Guardian Life Insurance Company Ofamerica | Pella, IA | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- AZ
- CA
- DC
- GA
- IA
- KS
- MI
- MN
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
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