Matthew LillebergCRD Number: 4595739
Current Firm: Moloney Investment Advisory LLC
Matthew Lilleberg (CRD# 4595739) is an Investment Advisor Representative working at Moloney Investment Advisory LLC in Willmar, MN and has over 11 years of experience in the finance industry.
Sagepoint Financial, Inc.
Sutterfield Financial Group, Inc.
Ameriprise Financial Services, Inc.
|Moloney Securities Asset Management LLC||Manchester, MO||Feb 2016 - Current||< 1|
|Moloney Investment Advisory LLC||Manchester, MO||Feb 2016 - Current||< 1|
|Moloney Securities Company, Inc.||Manchester, MO||Apr 2014 - Current||2|
|Minnesota Valley Investments||Willmar, MN||Jul 2012 - Current||4|
|Minnesota Valley Investment Advisors||Willmar, MN||Jul 2012 - Current||4|
|Christianson & Associates||Willmar, MN||Oct 2010 - Current||6|
|Brookstone Securities, Inc.||Minneapolis, MN||Sep 2010 - Jul 2012||1|
|Unemployed||Minneapolis, MN||Apr 2010 - Sep 2010||< 1|
|Gwg Life Settlements||Minneapolis, MN||Aug 2009 - Apr 2010||< 1|
|Unemployed||Aspen, CO||Oct 2008 - Aug 2009||< 1|
|Wells Fargo Investments||Aspen, CO||Sep 2002 - Oct 2008||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Mar 2005|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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