Mathew
Koole
J. Hagan Capital, Inc
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About this Advisor
Mathew Koole is a financial advisor based in Louisville, Kentucky, working with J. Hagan Capital, Inc. Mathew has previously held positions at Panera Bread, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services, LLC, J. Hagan Capital Inc, J Hagan Capital, and Northwestern Mutual. Mathew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana, Kentucky, and Louisiana. Currently, Mathew is part of J. Hagan Capital, Inc, which operates out of Louisville, Kentucky. The firm has 2 offices and 7 employees. The firm manages assets totaling $185.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at J. Hagan Capital, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. Hagan Capital, Inc Brokerage Details
$185,590,176
7
1,718
$108,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mathew Koole Work History
J. Hagan Capital Inc
J Hagan Capital
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual
Panera Bread
Disclosures
Please visit the SEC profile of Mathew Koole 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 J. Hagan Capital, Inc
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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