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Michael Allen Matheson

Matheson & Rock Wealth Management, LLC

Davenport, IA

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Current Employers
Matheson & Rock Wealth Management, Llc

2322 E. Kimberly Road, Suite 150N, Davenport, IA 52807 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-10-30
IA RA APPROVED 2017-10-17
  • TX RA
    APPROVED
    Since 2017-10-30
  • IA RA
    APPROVED
    Since 2017-10-17

Branch Locations

2322 E. Kimberly Road, Suite 150N, Davenport, IA 52807 • 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
Detalus Securities, Llc Dba Beyer & Rock Investments, Llc St Louis MO 01/2009 11/2017
Matheson & Rock Wealth Management, Llc Davenport IA 08/2017 Present
Detalus Advisors, Llc Dba Beyer & Rock Investments, Llc Davenport IA 11/2016 11/2017
Private Client Services Louisville KY 11/2017 10/2022
Prs 2322, Llc Davenport IA 12/2022 Present
  • 01/2009 → 11/2017
    Detalus Securities, Llc Dba Beyer & Rock Investments, Llc
    St Louis, MO
  • 08/2017 → Present
    Matheson & Rock Wealth Management, Llc
    Davenport, IA
  • 11/2016 → 11/2017
    Detalus Advisors, Llc Dba Beyer & Rock Investments, Llc
    Davenport, IA
  • 11/2017 → 10/2022
    Private Client Services
    Louisville, KY
  • 12/2022 → Present
    Prs 2322, Llc
    Davenport, IA
Previous Registrations
  • 2016-05-16 → 2018-01-23
    Detalus Advisors, Llc
    Davenport, IA
    St. Louis, MO
  • 2005-04-05 → 2005-05-23
    Beyer & Company
    Davenport, IA
Other Businesses

PRS 2322, LLC; Not Investment Related; Davenport, IA; Real Estate Owner; 12/2022; 1/MO; 0/MO; Bookkeeping related to building ownership.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-16
S63 Uniform Securities Agent State Law Examination 1995-01-09
  • S65 Uniform Investment Adviser Law Examination
    2016-05-16
  • S63 Uniform Securities Agent State Law Examination
    1995-01-09
Other Names
  • Mike Matheson

View on SEC IAPD

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Other Investors

BRENT WILLIAM MCCORMICK
CHAD EDWARD LEWIS
ANDREW JOHN TRASOWECH
ELIZABETH JO BEHRENDS
Thomas James McCormick
Megan N Obenauf
JAMES MICHAEL SHRADER
VICTORIA JEAN RAMIREZ

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · Quad Cities, IA
EDWARD JONES · Davenport, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Davenport, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · DAVENPORT, IA
EDWARD JONES · DAVENPORT, IA
REDHAWK WEALTH ADVISORS, INC. · DAVENPORT, IA
THRIVENT INVESTMENT MANAGEMENT INC. · DAVENPORT, IA
210 FINANCIAL · Davenport, IA

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