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MA

Matthew S. Arnett

ARNETT FINANCIAL GROUP
Morganfield, KY 42437
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CRD#: 4579093
MA

Professional summary


Matthew Stephen Arnett, CFP®, who also goes by Matthew Stephen Arnett, is a registered financial advisor currently at ARNETT FINANCIAL GROUP located in Morganfield, Kentucky.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 5 firms and has passed the Series 66, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matthew Stephen Arnett

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MATTHEW ARNETT ENGAGES IN INSURANCE SALES AS AN AGENT. BUSINESS IS CONDUCTED AS A SOLE PROPRIETOR SINCE MAY 2007. APPROXIMATELY FIVE HOURS PER WEEK IS DEVOTED TO INSURANCE SALES, MOSTLY DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Stephen Arnett's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2006

Experience


Current

February 24, 2009 - Present

ARNETT FINANCIAL GROUP

Office #1: 127 South Morgan Street, Morganfield, KY 42437
RIA
CRD#: 144161
Morganfield, KY
Past

July 29, 2009 - September 24, 2010

ALTON SECURITIES GROUP INC.

BD
CRD#: 39639
ALTON, IL
Past

February 18, 2004 - April 24, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
EVANSVILLE, IN
Past

February 18, 2004 - April 24, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
EVANSVILLE, IN
Past

September 17, 2003 - February 20, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
HENDERSON, KY
Past

September 5, 2002 - February 20, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 5, 2002 - February 20, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(2/24/2009)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2002
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AF
ARNETT FINANCIAL GROUP
ARNETT FINANCIAL GROUP | MONEYTREE CAPITAL MANAGEMENT, LLC

CRD#: 144161 / SEC#:

Kentucky
Registered Investment Advisory firm - (6/1/2007 Approved)
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Contact information


Main Address
127 South Morgan Street, Morganfield, KY 42437
Mailing Address
127 S Morgan St, Morganfield, KY 42437
Phone number
(270) 389-2556
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts142
AUM (Assets Under Management)$ 18,033,318

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARNETT FINANCIAL GROUP

CRD#: 144161Morganfield, KY 42437

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