Matthew Veenker
Matthew Veenker is a CFA, CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boulder, CO, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3033 Iris Avenue, Boulder, CO, 80301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew works as a financial advisor for First Investments and Planning and FNBO, dedicating about half of his time to each role. Both positions involve helping clients manage their financial assets and goals.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First National Advisers, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
First National Capital MarketsBroker
First National Capital Markets, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Lara, Shull & May, LLC
Lara, Shull & May, LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Jpmorgan Fleming Asset Management
Royal Alliance Associates, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations17 states
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