Matthew Ferguson (CRD# 5785954) is an Investment Advisor Representative working at Kuhn Wealth Management Inc. in Schaumburg, IL and has over 13 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kuhn Wealth Management | Schaumburg, IL | Dec 2022 - Current | 1 |
Dai Securities | Schaumburg, IL | Dec 2022 - Current | 1 |
Rance King Securities | Long Beach, CA | Nov 2020 - Oct 2022 | 1 |
Unemployed | River Falls, WI | Aug 2020 - Oct 2020 | < 1 |
Aei Securities, Inc. | St. Paul, MN | Apr 2013 - Jul 2020 | 7 |
Aei Fund Management, Inc. | St. Paul, MN | Jan 2013 - Jul 2020 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- IL
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts945ACCOUNTS
-
Average Account Value$101,162
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, TX
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.