MP
MP

Matthew Burke Price

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

3200 W Market St Ste 300, Akron, OH, 44333

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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.

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Other Business ActivitiesSells Insurance

Matthew is an independent insurance agent selling various insurance products and an investment advisor with Financial Management Strategies, Inc. He also coaches football for Wadsworth Schools and is a founding partner at Pillar Financial Group LLC, a financial services company, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Financial Management Strategies, INC.
July 2009 - Present · 16 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
January 2010 - September 2013 · 3 yrs 8 mos
Walnut Street Securities, INC.Broker
May 2009 - September 2013 · 4 yrs 4 mos
Ameriprise Financial Services, INC.
May 2006 - May 2009 · 3 yrs
Ameriprise Financial Services, INC.Broker
May 2006 - May 2009 · 3 yrs
Park Avenue Securities LLCBroker
June 2005 - May 2006 · 11 mos
American Express Financial Advisors, INC.
October 2003 - April 2005 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
October 2003 - April 2005 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
October 2003 - April 2005 · 1 yr 6 mos
State Registrations35 states
AZCACOCTFLGAINKSKYMAMDMIMNMONCNENHNJNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.