Matthew ArkfeldCRD Number: 7057676
Current Firm: Osaic Wealth, Inc.
Matthew Arkfeld (CRD# 7057676) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Osaic Wealth, Inc.||Jersey City, NJ||Sep 2023 - Current||< 1|
|Sagepoint Financial, Inc.||Phoenix, AZ||Oct 2021 - Current||1|
|Wells Fargo Bank, Na||Omaha, NE||Oct 2016 - Oct 2021||5|
|Wells Fargo Clearing Services, LLC||Omaha, NE||Dec 2018 - Sep 2021||2|
|Unemployed||Omaha, NE||May 2016 - Sep 2016||< 1|
|Werner Enterprises||Omaha, NE||Oct 2015 - Apr 2016||< 1|
|Nebraska Wesleyan University||Lincoln, NE||Sep 2011 - Nov 2015||4|
|Cabela's Club Worlds Foremost Bank||Lincoln, NE||Oct 2013 - Sep 2015||1|
|Nebraska Wesleyan University||Lincoln, NE||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management29,536MILLIONS
Total Number of Accounts149,233ACCOUNTS
Average Account Value$197,920
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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