MS
MS

Matthew Slaggie

11 Years of Experience
Winona, MN
Broker

Matthew Slaggie is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winona, MN, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

655 Franklin Street, Winona, MN, 55987

Get directions

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.

Learn about disclosures →
Other Business Activities

Matthew is an associate/employee at Slaggie Capital Group, dedicating nearly full-time hours to rainmaking activities and other responsibilities. He also serves as an officer for the Slaggie Family Foundation and Winona Golf and Dining, Inc., and as a trustee for multiple entities, spending minimal time on these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2015 - Present · 11 yrs 4 mos
Raymond James Financial Services, INC.Broker
October 2014 - Present · 11 yrs 7 mos
State Registrations4 states
FLMNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Matthew Slaggie - Financial Advisor | TrueAdvisor