Matthew Allgeyer (CRD# 4434656) is an Investment Advisor Representative working at Fyra Capital Management in Saint Charles, MO and has over 22 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitas Accounting, LLC | St Charles, MO | Jan 2022 - Current | 2 |
| Fyra Llc Dba Capital Management | St. Charles, MO | Sep 2021 - Current | 2 |
| Ae Financial Services | Topeka, KS | Sep 2021 - Current | 2 |
| Fyra Capital Management | St Charles, MO | Sep 2021 - Current | 2 |
| Pineridge Advisors, Llc Dba Fyra Capital Management | Saint Charles, MO | Jul 2021 - Current | 2 |
| Council Of Financial Educators | St. Petersburg, FL | Sep 2020 - Current | 3 |
| Wamhoff Financial Planning | Saint Charles, MO | Jan 2013 - Current | 11 |
| Calton & Associate, Inc. | St Charles, MO | Jul 2016 - Sep 2021 | 5 |
| Vsr Financial Services, Inc. | Overland Park, KS | Jan 2013 - Jul 2016 | 3 |
| Vsr Advisory Services, Inc. | Overland Park, KS | Jan 2013 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- MO
- TX
-
Total Assets Under Management393MILLIONS
-
Total Number of Accounts2,072ACCOUNTS
-
Average Account Value$189,913
- 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
- Pension consulting services
- Other
FL, IL, MO, TN, TX, WI
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