Matthew Behning (CRD# 6269145) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 9 years of experience in the finance industry.
CRD# 872944
Abraham & Company, Inc.
CRD# 6567402
Freestone Capital Management, LLC
CRD# 6013099
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Consilio Wealth Advisors, LLC | Seattle, WA | Jun 2021 - Current | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2019 - Jun 2021 | 2 |
| Christopher Kaminski | Seattle, WA | May 2019 - Jun 2021 | 2 |
| Nathaniel Donohue | Seattle, WA | May 2019 - Jun 2021 | 2 |
| Northwestern Mutual Investment Services, LLC | Seattle, WA | May 2019 - Jun 2021 | 2 |
| Unemployed | Seattle, WA | Apr 2019 - May 2019 | < 1 |
| Bank Of America | Seattle, WA | Feb 2018 - Apr 2019 | 1 |
| Unemployed | Albuquerque, NM | Jul 2017 - Feb 2018 | < 1 |
| Merrill Lynch | Albuquerque, NM | Sep 2015 - Jun 2017 | 1 |
| Northwestern Mutual Investment Services LLC | Albuquerqe, NM | Jan 2014 - Aug 2015 | 1 |
| Northwestern Mutual Life Insurance Company | Albuquerque, NM | Nov 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
| S63 | Uniform Securities State Law Examination | Jun 2014 |
- WA
-
Total Assets Under Management360MILLIONS
-
Total Number of Accounts1,144ACCOUNTS
-
Average Account Value$314,434
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, NH, NY, TX, WA
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