![Matthew Alexander, financial advisor Geneva IL](/img/ws/profile-blank-sq.png)
Matthew Alexander (CRD# 7143036) is an Investment Advisor Representative working at Lpl Financial LLC in Geneva, IL and has over 4 years of experience in the finance industry. Matthew Alexander 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.
![Charles Melka, financial advisor Geneva IL](/img/ws/profile-blank-sq.png)
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
![Gregory Reichold, financial advisor Geneva IL](/img/ws/profile-blank-sq.png)
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Geneva, IL | Jan 2024 - Current | < 1 |
Alpha Dog Advisors | Wausau, WI | Jul 2022 - Current | 1 |
Osaic Wealth, Inc. | Geneva, IL | Sep 2023 - Jan 2024 | < 1 |
Third Street Advisors, LLC | Geneva, IL | Jul 2022 - Jan 2024 | 1 |
Sagepoint Financial, Inc. | Geneva, IL | Sep 2019 - Sep 2023 | 4 |
Equity Design Group | Wausau, WI | Jun 2019 - Sep 2019 | < 1 |
University-wisconsin La Crosse | La Crosse, WI | Sep 2015 - May 2019 | 3 |
Marine Credit Union | La Crosse, WI | Mar 2018 - Mar 2019 | 1 |
Connexus Credit Union | Wausau, WI | May 2017 - Jan 2018 | < 1 |
Shopko | La Crosse, WI | Oct 2016 - Apr 2017 | < 1 |
Wausau Country Club | Schofield, WI | Apr 2015 - Aug 2016 | 1 |
Wausau West High School | Wausau, WI | Sep 2011 - Sep 2015 | 4 |
Foot Locker | Wausau, WI | Mar 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- IL
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.