Matthew Zanardo (CRD# 5706075) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Trego, WI and has over 7 years of experience in the finance industry.
CRD# 2478744
U.s. Bancorp Investments, Inc.
CRD# 3183300
Ameriprise Financial Services, LLC
CRD# 6598089
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accurate Wealth Management, LLC | Trego, WI | Aug 2020 - Current | 3 |
| Northland Financial Planning Services, LLC | Trego, WI | Nov 2016 - Current | 7 |
| Chickadee Hills Homestead, LLC | Spooner, WI | Mar 2015 - Current | 9 |
| Northland Retirement Group, LLC | Trego, WI | Nov 2003 - Current | 20 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2019 - Aug 2020 | 1 |
| Global Financial Private Capital, LLC | Sarasota, FL | Nov 2016 - Apr 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- WI
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Total Assets Under Management780MILLIONS
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Total Number of Accounts3,855ACCOUNTS
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Average Account Value$202,461
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
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