Matthew
Klewer
Osaic Advisory Services, LLC
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About this Advisor
Matthew Klewer is a financial advisor based in Appleton, Wisconsin, working with Osaic Advisory Services, LLC. Matthew has previously held positions at the University Of Wisconsin/Whitewater, Oarsman Capital Inc, Triad Advisors, and Triad Hybrid Solutions. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Colorado, Indiana, Louisiana, Michigan, Minnesota, Nevada, North Dakota, and Wisconsin. Currently, Matthew is part of Osaic Advisory Services, LLC, which operates out of Appleton, Wisconsin. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
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
- Educational seminars/workshops
Matthew Klewer Work History
Triad Hybrid Solutions
Triad Advisors
University Of Wisconsin/Whitewater
Oarsman Capital Inc
Disclosures
Please visit the SEC profile of Matthew Klewer 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 Osaic Advisory Services, LLC
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