Matthew
Krier
Merit Financial Advisors
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About this Advisor
Matthew Krier is a financial advisor based in Sheboygan Falls, Wisconsin, working with Merit Financial Advisors. Matthew has previously held positions at Cambridge Investment Research, Inc, Northwestern Mutual, Verizon Wireless, United States Army, Sprint Corporation, Zimbal Minkery, Cambridge Investment Research Advisors, Inc, Lpl Financial LLC, and Merit Financial Group, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Matthew is part of Merit Financial Advisors, which operates out of Sheboygan Falls, Wisconsin. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 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 Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
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 Krier Work History
Lpl Financial LLC
Merit Financial Group, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Northwestern Mutual
Verizon Wireless
United States Army
Sprint Corporation
Zimbal Minkery
Disclosures
Please visit the SEC profile of Matthew Krier 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 Merit Financial Advisors
Alpharetta, GA
Issaquah, WA
Southlake, TX
Alpharetta, GA
Sheboygan Falls, WI
Alpharetta, GA
Lawrenceville, GA
Alpharetta, GA
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