Matthew Semelbauer, financial advisor Portage MI
88 score

Matthew Semelbauer

CRD Number: 6323195
Current Firm: Edward Jones

Matthew Semelbauer (CRD# 6323195) is an Investment Advisor Representative working at Edward Jones in Portage, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Apr 2014 - Current 2
Accretive Health Kalamazoo, MI Mar 2009 - Apr 2014 5
Little Caesars Kalamazoo, MI Jan 2008 - Mar 2009 1
Western Michigan University Kalamazoo, MI Sep 2007 - Jan 2008 < 1
Oci, Inc. Kalamazoo, MI Apr 2007 - Sep 2007 < 1
Western Michigan University Kalamazoo, MI Sep 2006 - Apr 2007 < 1
Par 5 Restaurant Shelby, MI Apr 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Matthew Semelbauer
Phone Number: 314-515-2000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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