William James Mullenmeister

Pogson & Matt Wealth Management Group

25 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Pogson & Matt Wealth Management Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

133 clients

Average Client Portfolio

$620K average

Assets Under Management

$82.5M

Fee Structure

Minimum Investment:$250K

Location

6930 E. Chauncey Lane, Suite 295, Phoenix, AZ, 85054

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Pogson & Matt Wealth Management Group

February 2011 - Present · 15 yrs

Previous Registrations

Cambridge Investment Research Advisors, INC.

October 2009 - February 2011 · 1 yr 4 mos

Strategic Advisers, INC.

February 2000 - October 2009 · 9 yrs 8 mos

State Registrations2 states

AZTX

Advisor

Exams

No exam information available for this advisor.