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Michael Allen Matheson

Member/Investment Advisor RepresentativeMatheson & Rock Wealth Management, LLCCRD 2553786

About Michael Allen Matheson

Michael Allen Matheson is listed as Member/Investment Advisor Representative at Matheson & Rock Wealth Management, LLC in Davenport, IA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Matheson & Rock Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Michael Allen Matheson work?

Michael Allen Matheson is listed as Member/Investment Advisor Representative at Matheson & Rock Wealth Management, LLC on SEC Form ADV.

How much of Matheson & Rock Wealth Management, LLC does Michael Allen Matheson own?

Form ADV reports a beneficial ownership band of 25-50%.

Matheson & Rock Wealth Management, LLC

TitleMember/Investment Advisor Representative
Ownership25-50%
Control personYes
Since2022
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