Matthew Gall (CRD# 5797985) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Falls City, NE and has over 13 years of experience in the finance industry.
CRD# 2408405
Edward Jones
CRD# 6485368
Independent Financial Partners
CRD# 3096494
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Aug 2023 - Current | < 1 |
Thrivent Investment Management Inc. | Falls City, NE | Apr 2023 - Current | 1 |
Thrivent Financial | Appleton, WI | May 2023 - Aug 2023 | < 1 |
Unemployed | Shubert, NE | Jan 2023 - Apr 2023 | < 1 |
Weitz Securities, Inc. | Omaha, NE | Jul 2022 - Dec 2022 | < 1 |
Ceros Financial Services, Inc. | Rockville, MD | May 2020 - Jul 2022 | 2 |
Flexible Plan Investments | Bloomfield Hills, MI | Feb 2020 - Jul 2022 | 2 |
Pacific Life Insurance Company | Omaha, NE | Oct 2017 - Feb 2020 | 2 |
Pacific Select Distributors, LLC | Newport Beach, CA | Oct 2017 - Feb 2020 | 2 |
Tax Save Express Inc. | Omaha, NE | Jan 2012 - Oct 2017 | 5 |
Pfs Investments, Inc. | Omaha, NE | Jun 2010 - Oct 2017 | 7 |
Primerica Financial Services | Omaha, NE | Jul 2009 - Oct 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2010 |
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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