Mateo Salmeron (CRD# 7675786) is an Investment Advisor Representative working at Wj Interests, LLC in Sugar Land, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Wj Interests, LLC | Sugarland, TX | Jun 2022 - Current | 1 |
Texas A&m University | College Station, TX | Jan 2022 - Jun 2022 | < 1 |
Holistplan | College Station, TX | Mar 2021 - Jan 2022 | < 1 |
Texas A&m University | College Station, TX | Jul 2017 - Mar 2021 | 3 |
School / Education | Dallas, TX | Dec 2012 - Dec 2017 | 5 |
Camp Huani | Timpson, TX | May 2017 - Jul 2017 | < 1 |
Lake House | Dallas, TX | Sep 2015 - May 2016 | < 1 |
The Little Gym | Dallas, TX | Jan 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- TX
-
Total Assets Under Management484MILLIONS
-
Total Number of Accounts810ACCOUNTS
-
Average Account Value$597,320
- 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
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.