Matthew William Klewer

Current Employers

Employment History

• 08/2000 → Present
  University Of Wisconsin/Whitewater
  Whitewater, WI
• 01/2011 → 12/2020
  Oarsman Capital Inc
  Milwaukee, WI
• 12/2012 → 08/2024
  Triad Advisors
  Norcross, GA
• 09/2020 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, WI

Previous Registrations

• 2011-02-03 → 2020-12-31
  Oarsman Capital, Inc
  Milwaukee, WI
• 2011-06-22 → 2012-12-19
  Eagle One Investments, Llc
  Brookfield, WI
• 2002-10-31 → 2009-09-08
  Waterstone Financial Group, Inc.
  Brookfield, WI
  Brookfield, WI

Other Businesses

1. INVESTMENT DESIGNERS POSITION: financial advisor NATURE: financial advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2009 ADDRESS: 4311 N. Lightning Dr, Suite 2, Appleton WI 54913, United States DESCRIPTION: financial planning 2. MATT AND ARICA KLEWER POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 4887 Easy St, # 15, Hartland WI 53029, United States DESCRIPTION: owner,property manager 3. NOTARY PUBLIC POSITION: notary NATURE: notarize forms for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 02/14/2016 ADDRESS: 4311 N Lightning Drive, Appleton WI 54913, United States DESCRIPTION: notary 4. KLEWER INVESTMENTS POSITION: owner NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2022 ADDRESS: 2252 Laddie Trail, De Pere WI 54115, United States DESCRIPTION: llc created for tax purposes

Exams

• S66 Uniform Combined State Law Examination
  2002-10-16

Other Names

• Matthew W Klewer