Matthew ClootenCRD Number: 5319540
Current Firm: Benjamin F. Edwards & Company, Incorporated
Matthew Clooten (CRD# 5319540) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Benjamin F Edwards & Company||Madison, WI||Jun 2010 - Current||6|
|Wachovia Securities, LLC||Madison, WI||Jan 2008 - Jun 2010||2|
|Ag Edwards & Sons Inc.||Madison, WI||Apr 2007 - Jun 2010||3|
|Pfizer||New York, NY||Oct 1998 - Apr 2007||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management4,221MILLIONS
Total Number of Accounts17,796ACCOUNTS
Average Account Value$237,214
- 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)
- Educational seminars/workshops