Matthew AllgeyerCRD Number: 4434656
Current Firm: Calton & Associates, Inc.
Matthew Allgeyer (CRD# 4434656) is an Investment Advisor Representative working at Calton & Associates, Inc. in Saint Charles, MO and has over 15 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Calton & Associates, Inc.||Saint Charles, MO||Jul 2016 - Current||< 1|
|Wamhoff Financial Planning||Saint Charles, MO||Jan 2013 - Current||4|
|Vsr Financial Services, Inc.||Overland Park, KS||Jan 2013 - Jul 2016||3|
|Vsr Advisory Services, Inc.||Overland Park, KS||Jan 2013 - Jul 2016||3|
|Premier Financial Partners||St. Louis, MO||Oct 2005 - Jan 2013||7|
|Royal Alliance Associates, Inc.||St. Louis, MO||Aug 2005 - Jan 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S65||NASAA Investment Advisors Law Examination||Mar 2005|
Total Assets Under Management416MILLIONS
Total Number of Accounts2,834ACCOUNTS
Average Account Value$146,681
- 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
- Selection of other advisers (including private fund managers)
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