wiseradvisor


Atchison Wealth Team
Southwestern Investment Advisory Services, Inc.

Tel: 402-505-7700
15808 West Dodge Rd. Suite 103
Omaha, NE 68118
Southwestern Investment Advisory Services, Inc. | Financial Advisor in Omaha ,NE


About Atchison Wealth Team

Matt’s team has been providing comprehensive financial planning and investment management to their clients since 2012. Our clients are served by a team of four professionals, two of which are CERTIFIED FINANCIAL PLANNER PROFESSIONALS, CFP®. Our advising team approach is built to offer high-level financial planning, tax-planning, and tax-efficient investment counsel. Brett Murray, CFP® joined the planning team to bring additional analysis and planning insight to help clients ensure they seeing important decisions from every angle. Our focus is centered on developing a deep relationship with clients, and providing thoughtful and creative planning advice through all phases of your life. We are committed educating clients from day one, keeping the heart of a teacher at our core. Matt has also been involved with the Dave Ramsey program for his entire career, teaching Financial Peace University regularly within the community.


About Southwestern Investment Advisory Services, Inc.

Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   2002
Insurance License#:   16792301
Name of Broker/Dealer:   Raymond James
Name of Custodial Firm:   Raymond James
Number of Years with Current Firm:   9
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Businesses, Financial Advice & Consulting

Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference, Our Offices

Firm Information

Firm's Number of Clients:   12000
Firm's Number of Planning Clients:   10500
Assets Managed by Firm:   5.5B
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   200
Assets Managed by Advisor:   215,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Commissions

Education

Bachelor's Degree   Creighton University  - Omaha, NE
8/23/2001-5/15/2005

Disclaimer

© 2019 Southwestern Investment Group. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not registered to offer securities and advisory services in all states.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Social Networks

tweeter facebook linkedin
brokercheck

Nearby Financial Advisors View All Financial Advisors In Nebraska