Financial Matters
Financial Matters (CRD# 113043) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Financial Matters
By the Numbers
-
Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Financial Matters
1
Theresa Lublin (CRD# 3240209) is an Investment Advisor Representative working at Financial Matters in Oconomowoc, WI and has over 11 years of experience in the finance industry.
2
Vicki Lublin (CRD# 1457527) is an Investment Advisor Representative working at Financial Matters in Oconomowoc, WI and has over 38 years of experience in the finance industry.
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