Matthew Fries (CRD# 2723824) is an Investment Advisor Representative working at Avantax Advisory Services in Saint Cloud, MN and has over 25 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
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Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services | Dallas, TX | Apr 2024 - Current | < 1 |
| Avantax Advisory Services | Dallas, TX | Apr 2024 - Current | < 1 |
| Avantax Planning Partners | Dallas, TX | Apr 2024 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Feb 2016 - Current | 8 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Aug 2015 - Current | 8 |
| Cetera Advisors Networks LLC | El Segundo, CA | Aug 2015 - Current | 8 |
| Cetera Advisors LLC | Denver, CO | Aug 2015 - Current | 8 |
| Cetera Investment Services LLC | Saint Cloud, MN | Aug 2015 - Current | 8 |
| First Allied Securities, Inc. | San Diego, CA | Feb 2016 - Sep 2022 | 6 |
| Girard Securities, Inc. | San Diego, CA | Feb 2016 - Nov 2017 | 1 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Feb 2016 - Dec 2016 | < 1 |
| Investors Capital Corp. | Lynnfield, MA | Feb 2016 - Nov 2016 | < 1 |
| Vsr Financial Services, Inc. | Overland Park, KS | Feb 2016 - Nov 2016 | < 1 |
| Questar Asset Management | Minneapolis, MN | Jun 2007 - Aug 2015 | 8 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | May 2007 - Aug 2015 | 8 |
| Questar Capital Corporation | Minneapolis, MN | May 2007 - Aug 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
- MN
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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