Brian
Matthews
The Investment Counsel Company
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About this Advisor
Brian Matthews is a certified financial planner based out of Las Vegas, Nevada with 2 years of relevant experience. Matthews currently works for The Investment Counsel Company. Over the course of their career, they have held roles at The Investment Counsel Company, Whitehall Memorial High School, Mayo Clinic Health Systems, Brigham Young University, The Church Of Jesus Christ Of Latter-Day Saints, Northwestern Mutual, Elite It and Walmart. Matthews maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Nevada and Texas. The Investment Counsel Company is a company operating out of Las Vegas, NV. It has $1 billion in total assets across its 1,397 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 1,397 accounts, 85% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The Investment Counsel Company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which service is offered. Fee types charged by The Investment Counsel Company may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Investment Counsel Company Brokerage Details
$1,180,739,616
18
1,397
$845,197
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Matthews Work History
Brian has been registered as a financial advisor for 2 years.*
The Investment Counsel Company
Walmart
Elite It
Brigham Young University
Northwestern Mutual
The Church Of Jesus Christ Of Latter-Day Saints
Brigham Young University
Brigham Young University
Mayo Clinic Health Systems
Whitehall Memorial 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 Brian Matthews 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 The Investment Counsel Company
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
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.
