TrueAdvisor
TrueAdvisor
MZ
CFP
MZ
CFP

Matthew Zuleger

Commonwealth Financial Network
28 Years of Experience
West Bend, WI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Matthew Zuleger is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in West Bend, WI, with 28 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

111 S. Main Street, West Bend, WI, 53095

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Matthew sells fixed insurance, dedicating minimal time to this activity. He also owns 4 A Plan Financial, LLC, established to facilitate securities, advisory, and insurance business, but spends no time on it during business hours.

Employment History
Current Registrations
Commonwealth Financial Network
May 2007 - Present · 19 yrs 5 mos
Commonwealth Financial NetworkBroker
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
Thrivent Investment Management INC.
January 2007 - May 2007 · 4 mos
Thrivent Investment Management INC.Broker
July 2002 - May 2007 · 4 yrs 10 mos
Lutheran Brotherhood Securities CORP.Broker
November 1997 - July 2002 · 4 yrs 8 mos
State Registrations12 states
ALCODCFLGAIAILNCSCTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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