Matthew
Munyon
M Holdings Securities, Inc
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About this Advisor
Matthew Munyon is a financial advisor based in Omaha, Nebraska, working with M Holdings Securities, Inc. Matthew has previously held positions at Scheels All Sports, Holmes And Munyon, Pc, and Swartzbaugh Farber. Matthew has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Nebraska. Currently, Matthew is part of M Holdings Securities, Inc, which operates out of Omaha, Nebraska. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Munyon Work History
Swartzbaugh Farber
Holmes And Munyon, Pc
Scheels All Sports
Disclosures
Please visit the SEC profile of Matthew Munyon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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