TrueAdvisor
TrueAdvisor
MK
MK

Matthew Joseph Komer

Kera Capital Partners
12 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Kera Capital Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
282 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$808.1M

Fee Structure

Minimum Investment:$300K
Financial Planning:Investment management only

Location

Mokena, IL

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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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Employment History
Current Registrations
Kera Capital Partners
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Guggenheim Funds Distributors, LLCBroker
January 2016 - June 2022 · 6 yrs 5 mos
Guggenheim Investments
January 2016 - June 2022 · 6 yrs 5 mos
Securian Financial Services, INC.
October 2014 - October 2015 · 1 yr
Cri Securities, LLC
October 2014 - October 2015 · 1 yr
Cri Securities, LLCBroker
March 2013 - October 2015 · 2 yrs 7 mos
Securian Financial Services, INC.Broker
March 2013 - October 2015 · 2 yrs 7 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.