Matthew UrbanskiCRD Number: 4433328
Current Firm: Securian Financial Services, Inc.
Matthew Urbanski (CRD# 4433328) is an Investment Advisor Representative working at Securian Financial Services, Inc. in South Bend, IN and has over 16 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Shoemaker Financial||South Bend, IN||Jul 2010 - Current||7|
|Securian Financial Services||St Paul, MN||Jul 2001 - Current||16|
|Minnesota Life Ins Co||St Paul, MN||Jul 2001 - Current||16|
|The Maverick Fund||Austin, TX||Jul 1996 - Jan 2011||14|
|The Healy Group||South Bend, IN||Jul 2001 - Jul 2010||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S65||NASAA Investment Advisors Law Examination||May 2009|
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