Matthew Munyon
Matthew Munyon is a registered investment advisor at M Holdings Securities, INC., based in Omaha, NE, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
Financial Plaza, 9140 West Dodge Road, Ste 418, Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
Criminal
April 2006Other Business Activities
Matthew works as a retirement plan administrator for Swartzbaugh Farber & Associates, Inc. since 2019, prospecting for retirement plans, maintaining and reviewing current plans, and providing wealth management for individual clients, taking nearly full-time hours.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations7 states
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.