Best Investors Account Sign in

Matthew B Rose

Edward Jones

Hartland, WI

Hartland, WI

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-11-25
  • WI RA
    APPROVED
    Since 2024-11-25

Branch Locations

155 East Capitol Dr Suite 2, Hartland, WI 53029 • United States

Hartland, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2024 Present
Whitefish Bay School District Whitefish Bay WI 08/2012 06/2024
Ace Tutoring Academy, Llc Hartland WI 01/2023 06/2024
Mathnasium Hartland WI 08/2023 05/2024
Carnegie Learning Pittsburgh PA 08/2022 08/2023
  • 07/2024 → Present
    Edward Jones
    St Louis, MO
  • 08/2012 → 06/2024
    Whitefish Bay School District
    Whitefish Bay, WI
  • 01/2023 → 06/2024
    Ace Tutoring Academy, Llc
    Hartland, WI
  • 08/2023 → 05/2024
    Mathnasium
    Hartland, WI
  • 08/2022 → 08/2023
    Carnegie Learning
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
  • S66 Uniform Combined State Law Examination
    2024-09-30
Other Names
  • Matthew Brian Rose

View on SEC IAPD

Other Firms

U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
PALADIN PARTNERS
BOARDWALK FINANCIAL STRATEGIES LLC
BELPOINTE ASSET MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

Dianna Lynn Richardson
Rebecca S Danihlik
Neha Maithani
RYAN ROBIN SCHNEIDER
WILLIAM MICHAEL BAXTER
MEGAN LYNN PROCHNIAK
MICHAEL JOHN RODENBAUGH
BRITTANY LYNN FALKNER

Other Offices

U.S. BANCORP ADVISORS, LLC · Hartland, WI
LPL FINANCIAL LLC · HARTLAND, WI
PALADIN PARTNERS · HARTLAND, WI
BOARDWALK FINANCIAL STRATEGIES LLC · HARTLAND, WI
EDWARD JONES · HARTLAND, WI
BELPOINTE ASSET MANAGEMENT LLC · Hartland, WI
BELPOINTE ASSET MANAGEMENT LLC · Hartland, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hartland, WI

More in Hartland, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor