Matthew GrossCRD Number: 4430990
Current Firm: Securian Financial Services, Inc.
Matthew Gross (CRD# 4430990) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Saint Louis, MO and has over 15 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Coop Ins Agency, Inc.||San Diego, CA||May 2004 - Current||13|
|R.f. Brokerage||St. Louis, MO||Nov 2002 - Current||15|
|Minnesota Life||St. Paul, MN||May 2002 - Current||15|
|Securian Financial Services Inc.||St. Paul, MN||May 2002 - Current||15|
|Renaissance Financial Corp.||St. Louis, MO||May 2002 - Current||15|
|Usa Mortgage||St Louis, MO||Jul 2005 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2002|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV