Matthew M Bickley
Professional Summary
Matthew M Bickley is a registered financial advisor currently at FREEDOM WEALTH ADVISORS, LLC located in Lees Summit, Missouri. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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WORTHPOINTE
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
Videos & Posts
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WORTHPOINTE
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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WORTHPOINTE
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
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Disclosures on record.
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WORTHPOINTE
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
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Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
Past
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WORTHPOINTE
AMERIPRISE FINANCIAL SERVICES, LLC
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Current Firm
FREEDOM WEALTH ADVISORS, LLC
Contact Information
Main Address
110 Sw 3rd St, Lee's Summit, MO 64082Mailing Address
4005 Sw Reef Point Ln, Lee's Summit, MO 64082Phone Number
(816) 820-7900# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
422AUM (Assets Under Management)
$104,225,000Similar Advisors
WORTHPOINTE
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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AMERIPRISE FINANCIAL SERVICES, LLC
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State Registrations and Notice Filings
(4/19/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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WORTHPOINTE
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew M Bickley's CRS (Customer Relationship Summary).
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WORTHPOINTE
AMERIPRISE FINANCIAL SERVICES, LLC
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