MS
CFP
MS
CFP

Matthew Tyler Shull

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
1,057 clients
Average Client Portfolio
$451K average
Assets Under Management
$477.1M

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

608 S.W. 3rd St., Lee'S Summit, MO, 64063

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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 works as an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity. He also works as an advisory representative of a Registered Investment Advisor (RIA), spending full-time hours on advisory and trading activities.

Employment History
Current Registrations
Capital Investment Management, INC
November 2016 - Present · 9 yrs 3 mos
Cambridge Investment Research, INC.Broker
July 2015 - Present · 10 yrs 7 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2015 - February 2017 · 1 yr 7 mos
Prudential Financial Planning Services
April 2008 - July 2015 · 7 yrs 3 mos
Pruco Securities, LLC.Broker
March 2008 - July 2015 · 7 yrs 4 mos
State Registrations17 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.