MS
MS

Matthew Stay

4 Years of Experience
Lake Mills, IA
Broker

Matthew Stay is a registered investment advisor, based in Lake Mills, IA, with 4 years of industry experience.

Location

402 West Main, Lake Mills, IA, 50450

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 works as a financial consultant for Intellicents Investment Solutions, Inc., providing financial planning and advising. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Mutual Securities, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Intellicents Investment Solutions INC
January 2022 - Present · 4 yrs 4 mos
State Registrations4 states
COIAILMN
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.