Matthew
Watters
Midwest Heritage Financial Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Watters is a certified financial planner and chartered financial consultant based in West Des Moines, Iowa who has 4 years of relevant experience. Watters works at Midwest Heritage Financial Advisors. Throughout their career, Watters has worked at Securities America, Inc, Securities America Advisors, Inc, Finra Arbitration, Midwest Heritage Financial Advisors and Midwest Heritage Financial Services. Watters maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Iowa. Midwest Heritage Financial Advisors is a registered investment business based in West Des Moines, IA. It has just two advisors. It manages $177 million in assets between its 480 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 480 accounts, 16% belong to high-net-worth individuals who have more than $1 million in investable assets. Midwest Heritage Financial Advisors performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually are based on the type of services provided. Fees charged by Midwest Heritage Financial Advisors likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Midwest Heritage Financial Advisors Brokerage Details
$176,760,496
2
480
$368,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Watters Work History
Matthew has been registered as a financial advisor for 4 years.*
Midwest Heritage Financial Advisors
Securities America, Inc
Securities America Advisors, Inc
Midwest Heritage Financial Services
Finra Arbitration
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Watters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Midwest Heritage Financial Advisors
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
