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Matthew Graham Watters

MIDWEST HERITAGE BANK, FSB·WEST DES MOINES, Iowa
Clean recordMIDWEST HERITAGE BANK, FSB
3580 EP TRUE PARKWAY, WEST DES MOINES, IA 50265CRD# 2669304Firm CRD# 306308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Graham Watters · WEST DES MOINES, IA
Registration
CRD #2669304 · MIDWEST HERITAGE BANK, FSB
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Graham Watters is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with MIDWEST HERITAGE BANK, FSB. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MIDWEST HERITAGE BANK, FSB
MIDWEST HERITAGE FINANCIAL ADVISORS
AUM
$314M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MIDWEST HERITAGE BANK, FSB →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2669304
Firm CRD# 306308
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Graham Watters offer?
Matthew Graham Watters specializes in Financial Planning, Investment Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Matthew Graham Watters's credentials?
Matthew Graham Watters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Graham Watters located?
Matthew Graham Watters is based in WEST DES MOINES, Iowa, working with MIDWEST HERITAGE BANK, FSB. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Matthew Graham Watters charge for services?
Matthew Graham Watters's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDWEST HERITAGE BANK, FSB?
MIDWEST HERITAGE BANK, FSB has approximately 4 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
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Research
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