Matt McCarthy (CRD# 6335263) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Waunakee, WI and has over 9 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Saint Paul, MN | Oct 2023 - Current | < 1 |
| U.s. Bancorp Investments, Inc. | Waunakee, WI | Oct 2019 - Oct 2023 | 4 |
| Thomas Horky | Middleton, WI | Feb 2019 - Sep 2019 | < 1 |
| Steven Penn | Middleton, WI | Feb 2019 - Sep 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Middleton, WI | Jan 2019 - Sep 2019 | < 1 |
| Majestic Floors And More LLC | Waunakee, WI | Oct 2018 - Dec 2018 | < 1 |
| Lyft | San Francisco, CA | Jan 2018 - Dec 2018 | < 1 |
| Genesis Mining Ltd | Wanchai, | Feb 2018 - Sep 2018 | < 1 |
| U.s. Bank | St. Paul, MN | Jul 2017 - Sep 2018 | 1 |
| Us Bancorp | Saint Paul, MN | Apr 2014 - Sep 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- MN
- WI
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.