Matthew Penkert, financial advisor Mesa AZ

Matthew Penkert

CRD Number: 2938717
Current Firm: Pro Tax Financial Services, LLC

Matthew Penkert (CRD# 2938717) is an Investment Advisor Representative working at Pro Tax Financial Services, LLC in Mesa, AZ and has over 26 years of experience in the finance industry. Matthew Penkert 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.

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Professional Designations
Company Name Location Dates Years
Pro Tax Financial Services, LLC Mesa, AZ Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Matthew T. Penkert
Phone Number: 480-464-1040
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $136,364
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ

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