Matthew Burnett
Matthew Burnett is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Indianapolis, IN, with 27 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
8900 Keystone Crossing, Suite 300, Indianapolis, IN, 46240
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Regulatory History
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 Activities
Matthew is a board member at Beth El Zedeck Temple since 2010, a committee member at Rotary Club of Indianapolis since 2008, and Vice Chair of Beth El Zedeck Foundation since 2023. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
City Securities Corporation
City Securities CorporationBroker
Mcdonald Investments INC.Broker
Nuveen InvestmentsBroker
Kemper Distributors, INC.Broker
State Registrations33 states
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