Matt Heuvel
Matt Heuvel is a registered investment advisor at Raymond James & Associates, INC., based in Appleton, WI, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
259 South Nicolet Road, Appleton, WI, 54914
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matt is an officer and board member for the St. Francis Xavier Foundation, a non-profit advisory board to a school system, dedicating minimal time. He also serves on the board of directors for Life Tools Foundation, Inc., a non-profit tutoring service, dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Dain Rauscher IncorporatedBroker
Everen Securities, INC.Broker
State Registrations21 states
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