Matthew
Alexander
Third Street Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Alexander is a certified financial planner working out of Geneva, Illinois with a total of 1 year of industry experience. Alexander is an employee of Third Street Advisors, LLC. Over the course of their career, they have held roles at Wisconsin Woodchucks, Foot Locker, Wausau Country Club, Shopko, Connexus Credit Union, Marine Credit Union, Equity Design Group, Wausau West High School, University-Wisconsin La Crosse, Third Street Advisors, LLC and Sagepoint Financial, Inc. Alexander maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Illinois. Third Street Advisors, LLC is an advisory business headquartered in Geneva, IL. The firm has a total of seven employees. It oversees $90 million in assets across its 245 accounts, making it one of the smaller firms in the United States by assets under management. Of its 245 accounts, 29% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides portfolio management for individuals and small businesses. Fees for financial advice largely depend on which services the firm provides the client. Fees billed by Third Street Advisors, LLC typically consist of asset-based 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.
Third Street Advisors, LLC Brokerage Details
$90,389,257
7
245
$368,936
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Matthew Alexander Work History
Matthew has been registered as a financial advisor for 1 years.*
Third Street Advisors, LLC
Equity Design Group
Sagepoint Financial, Inc
Marine Credit Union
Connexus Credit Union
Shopko
Wausau Country Club
University-Wisconsin La Crosse
Foot Locker
Wisconsin Woodchucks
Wausau West High School
*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 Alexander 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 Third Street Advisors, LLC
Geneva, IL
Geneva, IL
Geneva, IL
Wausau, WI
Geneva, IL
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.
