Clark MatthiessenCRD Number: 3146599
Current Firm: Cuso Financial Services, LP
Clark Matthiessen (CRD# 3146599) is an Investment Advisor Representative working at Cuso Financial Services, LP in Santa Rosa, CA and has over 19 years of experience in the finance industry. Clark Matthiessen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sherwood Investment Management
Jacobson & Breen Wealth Management, LLC
Albright Investment Management LLC
|Redwood Credit Union||Santa Rosa, CA||Feb 2001 - Current||17|
|Cuso Financial Services, LP||San Diego, CA||Feb 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
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:
- Customer Dispute
Total Assets Under Management1,808MILLIONS
Total Number of Accounts9,438ACCOUNTS
Average Account Value$191,594
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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