Matthew Mast (CRD# 4879321) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Saint Joseph, MI and has over 19 years of experience in the finance industry.
CRD# 2726535
Edward Jones
CRD# 5529779
Lpl Financial LLC
CRD# 6009129
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Oct 2014 - Current | 9 |
| Thrivent Investment Management Inc. | Saint Joseph, MI | Jul 2014 - Current | 9 |
| Thrivent Financial | Appleton, WI | Aug 2014 - Oct 2014 | < 1 |
| Ubs Financial Services Inc. | Colorado Springs, CO | Apr 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- OK
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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