Matthew SundeCRD Number: 3024824
Current Firm: Principal Securities, Inc.
Matthew Sunde (CRD# 3024824) is an Investment Advisor Representative working at Principal Securities, Inc. in West Des Moines, IA and has over 18 years of experience in the finance industry.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Principal Securities Inc.||W Des Moines, IA||Mar 2016 - Current||6|
|Principal Life Insurance Company||Des Moines , IA||Jul 2003 - Current||19|
|Princor Financial Services||Des Moines, IA||Jul 2003 - Mar 2016||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2003|
|S65||NASAA Investment Advisors Law Examination||May 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management11,439MILLIONS
Total Number of Accounts44,544ACCOUNTS
Average Account Value$256,795
- 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
- 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, WY
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