Matthew Franey is a registered investment advisor at Coveredbridge, based in Milwaukee, WI, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7306 N. Longacre Rd., Milwaukee, WI, 53217
Get directionsHistory
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 serves on the Board of Directors for Junior Achievement of Wisconsin. This activity is not investment-related.
Employment History
Current Registrations
Coveredbridge
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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.