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Matt Atchison & Sara Clegg, CFP®
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 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.


General Information

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


Services

Investment Types:   Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your home, At your office, Via Phone, Via Email, Our Offices, Video Conference


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


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

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


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.

Matt Atchison & Sara Clegg

Matt Atchison & Sara Clegg

CFP®

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. Sara Clegg, CFP® partnered with Matt to bring greater bandwidth and planning expertise to our client experience. 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.

My Team

Sara Clegg CFP® Sara Clegg CFP®

Sara Clegg grew up in West Point, Nebraska. She attended the University of Nebraska-Lincoln, where she graduated with honors and received a bachelor’s degree in marketing. Prior to joining Southwestern Investment Group, Sara worked at Capital Group in Indianapolis, Indiana, one of the world’s largest investment management firms.

Sara is a licensed financial advisor and works alongside Matt Atchison to provide comprehensive financial planning to their clients. She is passionat ...more


Matt Atchison Matt Atchison

Matt Atchison leads our Omaha, Nebraska, office. Matt is originally from Holdrege, Nebraska, and he attended Creighton University, where he graduated with honors. He and his wife, Chelsea, have enjoyed making Omaha their home over the past 20 years. He is an active member of Countryside Community Church and is passionate about teaching and promoting financial wellness education in our community’s schools, places of work, and places of worship. Matt has received his Series 7, Series 66, and ...more

Brett Murray CFP® Brett Murray CFP®

Brett Murray grew up in Houston, Texas before moving to Omaha, Nebraska in 2008. He attended Creighton University, where he graduated with his bachelor’s degree in finance and was a member of the Creighton University baseball team. Prior to joining Southwestern Investment Group, Brett worked for Carson Group in Omaha, Nebraska where he focused on comprehensive financial planning for clients. Brett is a CERTIFIED FINANCIAL PLANNER professional and works alongside Matt ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

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