Matheson & Rock Wealth Management, LLC

Matheson & Rock Wealth Management, LLC (CRD# 289603) is a financial advisory firm headquartered in Davenport, IA. They manage $386,000,000 in 957 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2322 E. Kimberly Road,, Suite 150n, Davenport, IA 52807
By the Numbers
  • Total Assets Under Management
    386
    MILLION
  • Total Number of Accounts
    957
    ACCOUNTS
  • Average Account Value
    $403,344
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IA, IL, IN, LA, TX, WI

Financial Advisors at Matheson & Rock Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Matheson, financial advisor Davenport IA
Michael A. Matheson
CRD#: 2553786
2322 E. Kimberly Road,, Suite 150n, Davenport, IA 52807

Michael Matheson (CRD# 2553786) is an Investment Advisor Representative working at Matheson & Rock Wealth Management, LLC in Davenport, IA and has over 29 years of experience in the finance industry.

2
John Rock, financial advisor Davenport IA
John D. Rock
CRD#: 6649818
2322 E. Kimberly Road,, Suite 150n, Davenport, IA 52807

John Rock (CRD# 6649818) is an Investment Advisor Representative working at Matheson & Rock Wealth Management, LLC in Davenport, IA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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