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Michael Allen Matheson

MATHESON & ROCK WEALTH MANAGEMENT, LLC·DAVENPORT, Iowa
Unclaimed Profile
2322 E. KIMBERLY ROAD,, DAVENPORT, IA 52807CRD# 2553786Firm CRD# 289603
01

About

Michael Allen Matheson is a registered financial advisor based in DAVENPORT, Iowa, affiliated with MATHESON & ROCK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
MATHESON & ROCK WEALTH MANAGEMENT, LLC
MATHESON & ROCK WEALTH MANAGEMENT, LLC
AUM
$386M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MATHESON & ROCK WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Other: % OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 2553786
Firm CRD# 289603
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Allen Matheson offer?
Michael Allen Matheson specializes in Investment Management. Contact their office in DAVENPORT, Iowa for a consultation.
What are Michael Allen Matheson's credentials?
Michael Allen Matheson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Allen Matheson located?
Michael Allen Matheson is based in DAVENPORT, Iowa, working with MATHESON & ROCK WEALTH MANAGEMENT, LLC. Their office serves clients in the DAVENPORT metropolitan area and surrounding communities.
How does Michael Allen Matheson charge for services?
Michael Allen Matheson's firm is compensated through percentage of aum, other: % of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATHESON & ROCK WEALTH MANAGEMENT, LLC?
MATHESON & ROCK WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $386M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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