Advisor at Mathies Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mathies Financial Partners
Location
Pueblo, CO 81004
Credentials
Series 65
Industry experience
17 years
Fixed fees for financial plans, negotiable up to $6,000
Commissions earned on insurance products sold by representatives (life insurance, annuities, long-term care insurance)
Hourly rate of $250 per hour if financial planning services are terminated before completion
Fee-only: Fixed fees up to $6,000 for financial planning services; $250 per hour if terminated early for prorated fee
PRESTIGE WEALTH MANAGEMENT, INC., dba Mathies Financial Partners
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Pueblo West, CO
Edward Jones
CFP®, Series 66
Pueblo West, CO
Edward Jones
Series 66
Pueblo, CO
Edward Jones
Series 66
Pueblo, CO
Edward Jones
Series 65
Pueblo, CO
Mathies Financial Partners
Series 63, Series 65
Pueblo, CO
Diversify Wealth Management, LLC
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