Main Street Investments

Main Street Investments (CRD# 164265) is a financial advisory firm headquartered in , . They manage $11,333,058 in 88 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.mainstreetinvestments.com/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $128,785
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

KS, MO

Financial Advisors at Main Street Investments
Showing 1 - 1 of 1 top financial advisors.
1
Mathew Dahlberg, financial advisor Kansas City MO
Mathew M. Dahlberg
CRD#: 6065607
Kansas City, MO

Mathew Dahlberg (CRD# 6065607) is an Investment Advisor Representative working at Main Street Investments in Kansas City, MO and has over 12 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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