Matthew Kline is a registered investment advisor at Herbein Financial Group, LLC, based in Wyomissing, PA, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
All investment management services are provided through Northeast Financial Group (NEFG). Clients of Herbein Financial Group (HFG) will receive NEFG's disclosure brochure, which details NEFG's investment management fees. HFG clients do not pay a higher fee for accessing NEFG through HFG; the fee is the same as if the client went directly to NEFG. HFG and NEFG share the fee.
Location
1136 Penn Ave., Wyomissing, PA, 19610
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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 →Employment History
Current Registrations
Choreo, LLC
Previous Registrations
Herbein Financial Group, LLC
Chesapeake Financial Advisors
Morgan Stanley & CO. LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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