Matthew GoelzerCRD Number: 5483525
Current Firm: Axa Advisors, LLC
Matthew Goelzer (CRD# 5483525) is an Investment Advisor Representative working at Axa Advisors, LLC in Waukesha, WI and has over 9 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Axa Advisors, LLC||New York, NY||Mar 2008 - Current||9|
|Merit Financial Services||Milwaukee, WI||Oct 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2008|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- 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, 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