Matthew Gary is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Vinton, IA, with 32 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
110 W 4th St, Vinton, IA, 52349
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is involved with several non-investment related activities. He serves on the finance committee for People Community Health Clinic and Beaver Hills Country Club, and was previously the Foundation board Secretary for Exceptional Persons Foundation.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Mercantile Investment Services, INC.Broker
Elan Investment Services, INC.Broker
State Registrations36 states
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