Matthew Rose, Financial Advisor located in Hartland, WI

Financial Advisor
Matthew B Rose

CEPA®
155 East Capitol Dr Suite 2, Hartland, WI 53029opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Military Professionals & Veterans
  • Teachers and Professors
  • Entrepreneurs & Business Owners
  • New Investors
  • Healthcare Professionals
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Basketball
  • Football
  • Traveling
  • Camping

Team Members

  • Cari Kehl
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 07:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(262) 563-6117

Fax

(888) 668-2541

Office Address

155 East Capitol Dr Suite 2
Hartland, WI 53029opens in a new window

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