Matthew
Busick

River Glen Wealth Counselors

CRD#2542634
Investment Advisor
in West Des Moines, IA

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About this Advisor

Matthew Busick is a certified financial planner based in West Des Moines, Iowa who has 15 years of industry experience. Busick is currently employed by River Glen Wealth Counselors. They have been with River Glen Wealth Counselors for their total career. Busick maintains a Series 63 license, qualifying them as a securities agent, and is able to operate in Iowa and Texas. River Glen Wealth Counselors is a business operating out of West Des Moines, IA. It handles $242 million in assets under management across its 586 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 586 customer accounts, 46% belong to high-net-worth investors who have at least $1 million in assets available to invest. River Glen Wealth Counselors has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types charged by River Glen Wealth Counselors can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2600 Westown Parkway Suite 346
West Des Moines, IA 50266

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River Glen Wealth Counselors Brokerage Details

Total Assets Under Management

$241,859,281

IA Average: $9,259,360,772
Total Number of Employees

4

IA Average: 166
Total Number of Accounts

586

IA Average: 7,189
Average Account Size

$412,729

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Matthew Busick Work History

Matthew has been registered as a financial advisor for 15 years.*

2006 - Present (18 years)

River Glen Wealth Counselors

*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 Busick 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 River Glen Wealth Counselors

Randy Von Fumetti
West Des Moines, IA
Lauren Kaniuk
West Des Moines, IA
Cody Molacek
West Des Moines, IA
Matthew Busick
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.

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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.

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