![Matthew Dallas, financial advisor Saint Louis MO](/img/ws/profile-blank-sq.png)
Matthew Dallas (CRD# 6616562) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Louis, MO and has over 8 years of experience in the finance industry. Matthew Dallas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
![Zachary Han, financial advisor Saint Louis MO](/img/ws/profile-blank-sq.png)
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Financial Specialists LLC | Schaumburg, IL | Mar 2022 - Current | 2 |
Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2022 - Current | 2 |
Buckingham Strategic Wealth | Clayton, MO | Oct 2020 - Current | 3 |
Family Health Care Of Hendersonville | Hendersonville, TN | Aug 2019 - Oct 2020 | 1 |
Cetera Investment Advisers, LLC | Schaumburg, IL | Apr 2016 - Oct 2020 | 4 |
Cetera Financial Specialists | Schaumburg, IL | Mar 2016 - Oct 2020 | 4 |
Msmf Wealth Management | St. Louis, MO | Jan 2016 - Oct 2020 | 4 |
Wells Fargo Advisors | St. Louis, MO | Mar 2015 - Jan 2016 | < 1 |
Family Health Care Of Hendersonville | Hendersonvile, TN | May 2011 - Mar 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2015 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- MO
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
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, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.