MG
MG

Matthew Lewis Glenn

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,479 clients
Average Client Portfolio
$391K average
Assets Under Management
$578.7M

Fee Structure

Minimum Investment:$25K
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Location

2603 Rainbow Dr,, Cedar Falls, IA, 50613

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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 is a manager and 20% owner of Palmers Family Fun amusement center, dedicating about a quarter of his time to operating the park. He also works as an insurance agent, spending about 10-20% of his time servicing clients. Finally, Matthew is a manager at Hidden Pines land development, but spends no time on this business.

Employment History
Current Registrations
Rda Financial Network
June 2022 - Present · 3 yrs 8 mos
State Registrations2 states
IATX
Advisor
Exams
No exam information available for this advisor.